Advisors Preferred’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Advisors Preferred’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-524	Closed	-$61.8K	–	219
2024 Q2	$61.8K	Buy	+524	New	+$60.4K	0.01%	147
2024 Q1	–	Sell	-89	Closed	-$9.58K	–	223
2023 Q4	$9.58K	Buy	+89	New	+$8.52K	﹤0.01%	212
2022 Q1	–	Sell	-315	Closed	-$35K	–	177
2021 Q4	$35K	Sell	315 -1,227	-80%	-$136K	﹤0.01%	158
2021 Q3	$163K	Buy	1,542 +215	+16%	+$22.6K	0.02%	142
2021 Q2	$136K	Buy	+1,327	New	+$131K	0.01%	158

Other funds holding IAI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisors Preferred's IAI Position: Q3 2024 in Review

Advisors Preferred sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2024, closing a stake of 524 shares — an estimated $61.8K sold.

Advisors Preferred first reported a position in IAI in Q2 2021 and held it in 5 quarters. The position peaked at $163K in Q3 2021. 150 funds tracked by Wall St. Rank hold IAI as of Q3 2024.

Advisors Preferred reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 524 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2024, an estimated $61.8K.
Advisors Preferred first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2021 and held it in 5 quarters.
Advisors Preferred's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $163K in Q3 2021.
150 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.