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Advisory Resource Group’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Advisory Resource Group’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-545,196
Closed -$10.3M – 144
2022
Q2 		$10.3M Buy
545,196
+184,890
+51% +$3.77M 3.39% 6
2022
Q1 		$7.71M Sell
360,306
-11,228
-3% -$237K 2.4% 9
2021
Q4 		$7.83M Buy
+371,534
New +$7.78M 2.61% 10

Other funds holding REVS

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Advisory Resource Group's REVS Position: Q3 2022 in Review

Advisory Resource Group sold out of Columbia Research Enhanced Value ETF (REVS) in Q3 2022, closing a stake of 545,196 shares — an estimated $10.3M sold.

Advisory Resource Group first reported a position in REVS in Q4 2021 and held it in 3 quarters. The position peaked at $10.3M in Q2 2022. 9 funds tracked by Wall St. Rank hold REVS as of Q3 2022.

  • Advisory Resource Group reported no remaining Columbia Research Enhanced Value ETF position as of Q3 2022 after selling out during the quarter.
  • Advisory Resource Group sold 545,196 Columbia Research Enhanced Value ETF shares in Q3 2022, an estimated $10.3M.
  • Advisory Resource Group first reported a position in Columbia Research Enhanced Value ETF in Q4 2021 and held it in 3 quarters.
  • Advisory Resource Group's Columbia Research Enhanced Value ETF position peaked at $10.3M in Q2 2022.
  • 9 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q3 2022.

Based on Advisory Resource Group's 13F filing for Q3 2022, filed 11 Oct 2022.