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Allworth Financial’s Truth Social America First ETF MAGA Stock Holding History

Allworth Financial’s Portfolio MAGA Stock Details MAGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-75
Closed -$3.13K – 3651
2023
Q4 		$3.13K Hold
75
– – ﹤0.01% 2470
2023
Q3 		$2.86K Hold
75
– – ﹤0.01% 2370
2023
Q2 		$2.92K Hold
75
– – ﹤0.01% 2331
2023
Q1 		$2.82K Hold
75
– – ﹤0.01% 2266
2022
Q4 		$2.88K Hold
75
– – ﹤0.01% 2103
2022
Q3 		$3K Hold
75
– – ﹤0.01% 2042
2022
Q2 		$3K Hold
75
– – ﹤0.01% 1907
2022
Q1 		$3K Hold
75
– – ﹤0.01% 1722
2021
Q4 		$3K Hold
75
– – ﹤0.01% 1653
2021
Q3 		$3K Hold
75
– – ﹤0.01% 1610
2021
Q2 		$3K Hold
75
– – ﹤0.01% 1312
2021
Q1 		$3K Hold
75
– – ﹤0.01% 1240
2020
Q4 		$2K Hold
75
– – ﹤0.01% 1175
2020
Q3 		$2K Hold
75
– – ﹤0.01% 1003
2020
Q2 		$2K Hold
75
– – ﹤0.01% 1023
2020
Q1 		$1K Hold
75
– – ﹤0.01% 1156
2019
Q4 		$2K Hold
75
– – ﹤0.01% 917
2019
Q3 		$2K Hold
75
– – ﹤0.01% 829
2019
Q2 		$2K Hold
75
– – ﹤0.01% 823
2019
Q1 		$2K Buy
+75
New +$1.94K ﹤0.01% 838

Other funds holding MAGA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Allworth Financial's MAGA Position: Q1 2024 in Review

Allworth Financial sold out of Truth Social America First ETF (MAGA) in Q1 2024, closing a stake of 75 shares — an estimated $3.13K sold.

Allworth Financial first reported a position in MAGA in Q1 2019 and held it in 20 quarters. The position peaked at $3.13K in Q4 2023. 12 funds tracked by Wall St. Rank hold MAGA as of Q1 2024.

  • Allworth Financial reported no remaining Truth Social America First ETF position as of Q1 2024 after selling out during the quarter.
  • Allworth Financial sold 75 Truth Social America First ETF shares in Q1 2024, an estimated $3.13K.
  • Allworth Financial first reported a position in Truth Social America First ETF in Q1 2019 and held it in 20 quarters.
  • Allworth Financial's Truth Social America First ETF position peaked at $3.13K in Q4 2023.
  • 12 funds tracked by Wall St. Rank held Truth Social America First ETF as of Q1 2024.

Based on Allworth Financial's 13F filing for Q1 2024, filed 25 Apr 2024.