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Able Wealth Management’s Leatherback Long/Short Alternative Yield ETF LBAY Stock Holding History

Able Wealth Management’s Portfolio LBAY Stock Details LBAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-728
Closed -$18.9K – 355
2023
Q4 		$18.9K Buy
+728
New +$18.5K 0.02% 213

Other funds holding LBAY

EWA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $343M AUM 19.13% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Able Wealth Management's LBAY Position: Q1 2024 in Review

Able Wealth Management sold out of Leatherback Long/Short Alternative Yield ETF (LBAY) in Q1 2024, closing a stake of 728 shares — an estimated $18.9K sold.

Able Wealth Management first reported a position in LBAY in Q4 2023 and held it in 1 quarter. The position peaked at $18.9K in Q4 2023. 9 funds tracked by Wall St. Rank hold LBAY as of Q1 2024.

  • Able Wealth Management reported no remaining Leatherback Long/Short Alternative Yield ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 728 Leatherback Long/Short Alternative Yield ETF shares in Q1 2024, an estimated $18.9K.
  • Able Wealth Management first reported a position in Leatherback Long/Short Alternative Yield ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Leatherback Long/Short Alternative Yield ETF position peaked at $18.9K in Q4 2023.
  • 9 funds tracked by Wall St. Rank held Leatherback Long/Short Alternative Yield ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.