ACG Wealth’s Direxion Work From Home ETF WFH Stock Holding History

ACG Wealth’s Portfolio WFH Stock Details WFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3	Closed	–	–	1014
2022 Q2	$0	Buy	+3	New	+$162	﹤0.01%	1093

Other funds holding WFH

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

MCM

McMillion Capital Management Greensboro, North Carolina $112M AUM 22.02% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

ACG Wealth's WFH Position: Q3 2022 in Review

ACG Wealth sold out of Direxion Work From Home ETF (WFH) in Q3 2022, closing a stake of 3 shares.

ACG Wealth first reported a position in WFH in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 30 funds tracked by Wall St. Rank hold WFH as of Q3 2022.

ACG Wealth reported no remaining Direxion Work From Home ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 3 Direxion Work From Home ETF shares in Q3 2022.
ACG Wealth first reported a position in Direxion Work From Home ETF in Q2 2022 and held it in 1 quarter.
ACG Wealth's Direxion Work From Home ETF position peaked at $0 in Q2 2022.
30 funds tracked by Wall St. Rank held Direxion Work From Home ETF as of Q3 2022.

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