American Portfolios Advisors’s IQ ARB Global Resources GRES Stock Holding History

American Portfolios Advisors’s Portfolio GRES Stock Details GRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$4.31K	Hold	150	–	–	﹤0.01%	2878
2022 Q2	$4.63K	Hold	150	–	–	﹤0.01%	2852
2022 Q1	$5.29K	Hold	150	–	–	﹤0.01%	2920
2021 Q4	$4.58K	Hold	150	–	–	﹤0.01%	2931
2021 Q3	$4.31K	Hold	150	–	–	﹤0.01%	2913
2021 Q2	$4.32K	Hold	150	–	–	﹤0.01%	2888
2021 Q1	$4.14K	Hold	150	–	–	﹤0.01%	2767
2020 Q4	$3.87K	Hold	150	–	–	﹤0.01%	2517
2020 Q3	$3.84K	Hold	150	–	–	﹤0.01%	2381
2020 Q2	$3.73K	Hold	150	–	–	﹤0.01%	2340
2020 Q1	$3.27K	Hold	150	–	–	﹤0.01%	2243
2019 Q4	$4.09K	Hold	150	–	–	﹤0.01%	2367
2019 Q3	$3.98K	Hold	150	–	–	﹤0.01%	2271
2019 Q2	$4.09K	Hold	150	–	–	﹤0.01%	2244
2019 Q1	$4.11K	Hold	150	–	–	﹤0.01%	2160
2018 Q4	$3.79K	Hold	150	–	–	﹤0.01%	1962
2018 Q3	$4.09K	Hold	150	–	–	﹤0.01%	2064
2018 Q2	$4.15K	Hold	150	–	–	﹤0.01%	2038
2018 Q1	$4.13K	Hold	150	–	–	﹤0.01%	1940
2017 Q4	$4.29K	Buy	+150	New	+$4.13K	﹤0.01%	1891

Other funds holding GRES

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

CWM

Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return

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

American Portfolios Advisors's GRES Position: Q3 2022 in Review

American Portfolios Advisors held its IQ ARB Global Resources (GRES) position steady in Q3 2022 at 150 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

American Portfolios Advisors first reported a position in GRES in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.29K in Q1 2022. 26 funds tracked by Wall St. Rank hold GRES as of Q3 2022.

American Portfolios Advisors held 150 shares of IQ ARB Global Resources worth $4.31K as of Q3 2022.
American Portfolios Advisors left its IQ ARB Global Resources share count unchanged in Q3 2022.
IQ ARB Global Resources made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2878 holding.
American Portfolios Advisors first reported a position in IQ ARB Global Resources in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's IQ ARB Global Resources position peaked at $5.29K in Q1 2022.
26 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.