AG
UTRN

Advisor Group’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Advisor Group’s Portfolio UTRN Stock Details UTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,195
Closed -$110K – 5473
2019
Q3 		$110K Buy
+4,195
New +$109K ﹤0.01% 2823

Other funds holding UTRN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $420M AUM 24.63% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Advisor Group's UTRN Position: Q4 2019 in Review

Advisor Group sold out of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) in Q4 2019, closing a stake of 4,195 shares — an estimated $110K sold.

Advisor Group first reported a position in UTRN in Q3 2019 and held it in 1 quarter. The position peaked at $110K in Q3 2019. 15 funds tracked by Wall St. Rank hold UTRN as of Q4 2019.

  • Advisor Group reported no remaining Vesper US Large Cap Short-Term Reversal Strategy ETF position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 4,195 Vesper US Large Cap Short-Term Reversal Strategy ETF shares in Q4 2019, an estimated $110K.
  • Advisor Group first reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF in Q3 2019 and held it in 1 quarter.
  • Advisor Group's Vesper US Large Cap Short-Term Reversal Strategy ETF position peaked at $110K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Vesper US Large Cap Short-Term Reversal Strategy ETF as of Q4 2019.

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