Advisor Group’s Sit Rising Rate ETF RISE Stock Holding History

Advisor Group’s Portfolio RISE Stock Details RISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$58K	Sell	2,558 -500	-16%	-$11.4K	﹤0.01%	3330
2019 Q3	$70K	Sell	3,058 -1,074	-26%	-$24.3K	﹤0.01%	3162
2019 Q2	$94K	Sell	4,132 -4,385	-51%	-$103K	﹤0.01%	2913
2019 Q1	$201K	Buy	8,517 +3,172	+59%	+$76.3K	﹤0.01%	2284
2018 Q4	$129K	Buy	5,345 +2,933	+122%	+$73.3K	﹤0.01%	2429
2018 Q3	$61K	Sell	2,412 -669	-22%	-$16.6K	﹤0.01%	3145
2018 Q2	$76K	Buy	+3,081	New	+$76.3K	﹤0.01%	2756

Other funds holding RISE

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Advisor Group's RISE Position: Q4 2019 in Review

Advisor Group reduced its Sit Rising Rate ETF (RISE) stake by 16% in Q4 2019, selling an estimated $11.4K and leaving 2,558 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3330.

Advisor Group first reported a position in RISE in Q2 2018 and has held it in 7 quarters since. The position peaked at $201K in Q1 2019. 4 funds tracked by Wall St. Rank hold RISE as of Q4 2019.

Advisor Group held 2,558 shares of Sit Rising Rate ETF worth $58K as of Q4 2019.
Advisor Group sold 500 Sit Rising Rate ETF shares in Q4 2019, an estimated $11.4K.
Sit Rising Rate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3330 holding.
Advisor Group first reported a position in Sit Rising Rate ETF in Q2 2018 and has held it in 7 quarters since.
Advisor Group's Sit Rising Rate ETF position peaked at $201K in Q1 2019.
4 funds tracked by Wall St. Rank held Sit Rising Rate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.