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Ameliora Wealth Management’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Ameliora Wealth Management’s Portfolio ECON Stock Details ECON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-7,125
Closed -$147K – 216
2023
Q2 		$147K Hold
7,125
– – 0.09% 86
2023
Q1 		$146K Buy
+7,125
New +$147K 0.09% 97

Other funds holding ECON

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameliora Wealth Management's ECON Position: Q3 2023 in Review

Ameliora Wealth Management sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q3 2023, closing a stake of 7,125 shares — an estimated $147K sold.

Ameliora Wealth Management first reported a position in ECON in Q1 2023 and held it in 2 quarters. The position peaked at $147K in Q2 2023. 31 funds tracked by Wall St. Rank hold ECON as of Q3 2023.

  • Ameliora Wealth Management reported no remaining Columbia Emerging Markets Consumer ETF position as of Q3 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 7,125 Columbia Emerging Markets Consumer ETF shares in Q3 2023, an estimated $147K.
  • Ameliora Wealth Management first reported a position in Columbia Emerging Markets Consumer ETF in Q1 2023 and held it in 2 quarters.
  • Ameliora Wealth Management's Columbia Emerging Markets Consumer ETF position peaked at $147K in Q2 2023.
  • 31 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q3 2023.

Based on Ameliora Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.