ACG Wealth’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

ACG Wealth’s Portfolio IZRL Stock Details IZRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250	Closed	-$5K	–	632
2022 Q2	$5K	Buy	+250	New	+$5.14K	﹤0.01%	761

Other funds holding IZRL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACG Wealth's IZRL Position: Q3 2022 in Review

ACG Wealth sold out of ARK Israel Innovative Technology ETF (IZRL) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

ACG Wealth first reported a position in IZRL in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 46 funds tracked by Wall St. Rank hold IZRL as of Q3 2022.

ACG Wealth reported no remaining ARK Israel Innovative Technology ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 250 ARK Israel Innovative Technology ETF shares in Q3 2022, an estimated $5K.
ACG Wealth first reported a position in ARK Israel Innovative Technology ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's ARK Israel Innovative Technology ETF position peaked at $5K in Q2 2022.
46 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.