ARIS
UPAR icon

Advanced Research Investment Solutions’s UPAR Ultra Risk Parity ETF UPAR Stock Holding History

Advanced Research Investment Solutions’s Portfolio UPAR Stock Details UPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,808,167
Closed -$24.7M – 24
2023
Q4 		$24.7M Sell
1,808,167
-22,467
-1% -$279K 15.42% 2
2023
Q3 		$22.1M Buy
1,830,634
+786,720
+75% +$10.4M 14.33% 2
2023
Q2 		$14.5M Buy
1,043,914
+141,253
+16% +$1.98M 8.33% 2
2023
Q1 		$12.8M Sell
902,661
-1,657,008
-65% -$23.3M 7.36% 2
2022
Q4 		$34.1M Buy
2,559,669
+1,296,269
+103% +$17M 21.44% 2
2022
Q3 		$15.3M Buy
1,263,400
+228,549
+22% +$3.31M 9.45% 2
2022
Q2 		$14.9M Buy
1,034,851
+301,103
+41% +$4.89M 8.29% 2
2022
Q1 		$13.7M Buy
+733,748
New +$14M 5.74% 3

Other funds holding UPAR

EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Advanced Research Investment Solutions's UPAR Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of UPAR Ultra Risk Parity ETF (UPAR) in Q1 2024, closing a stake of 1,808,167 shares — an estimated $24.7M sold.

Advanced Research Investment Solutions first reported a position in UPAR in Q1 2022 and held it in 8 quarters. The position peaked at $34.1M in Q4 2022. 5 funds tracked by Wall St. Rank hold UPAR as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining UPAR Ultra Risk Parity ETF position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,808,167 UPAR Ultra Risk Parity ETF shares in Q1 2024, an estimated $24.7M.
  • Advanced Research Investment Solutions first reported a position in UPAR Ultra Risk Parity ETF in Q1 2022 and held it in 8 quarters.
  • Advanced Research Investment Solutions's UPAR Ultra Risk Parity ETF position peaked at $34.1M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held UPAR Ultra Risk Parity ETF as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.