Advisornet Financial’s The Long-Term Care ETF OLD Stock Holding History

Advisornet Financial’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-105	Closed	-$3K	–	2056
2021 Q2	$3K	Hold	105	–	–	﹤0.01%	1663
2021 Q1	$3K	Hold	105	–	–	﹤0.01%	1613
2020 Q4	$3K	Buy	105 +2	+2%	+$55	﹤0.01%	1526
2020 Q3	$3K	Hold	103	–	–	﹤0.01%	1535
2020 Q2	$2K	Buy	103 +1	+1%	+$22	﹤0.01%	1633
2020 Q1	$2K	Hold	102	–	–	﹤0.01%	1618
2019 Q4	$3K	Buy	+102	New	+$3.11K	﹤0.01%	1648
2019 Q3	–	Sell	-100	Closed	-$3K	–	2007
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	1492
2019 Q1	$3K	Buy	+100	New	+$2.73K	﹤0.01%	1396

Other funds holding OLD

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Advisornet Financial's OLD Position: Q3 2021 in Review

Advisornet Financial sold out of The Long-Term Care ETF (OLD) in Q3 2021, closing a stake of 105 shares — an estimated $3K sold.

Advisornet Financial first reported a position in OLD in Q1 2019 and held it in 9 quarters. The position peaked at $3K in Q2 2021. 16 funds tracked by Wall St. Rank hold OLD as of Q3 2021.

Advisornet Financial reported no remaining The Long-Term Care ETF position as of Q3 2021 after selling out during the quarter.
Advisornet Financial sold 105 The Long-Term Care ETF shares in Q3 2021, an estimated $3K.
Advisornet Financial first reported a position in The Long-Term Care ETF in Q1 2019 and held it in 9 quarters.
Advisornet Financial's The Long-Term Care ETF position peaked at $3K in Q2 2021.
16 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q3 2021.

Based on Advisornet Financial's 13F filing for Q3 2021, filed 15 Oct 2021.