American Portfolios Advisors’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-25	Closed	-$1.1K	–	2603
2018 Q3	$1.1K	Hold	25	–	–	﹤0.01%	2290
2018 Q2	$1.04K	Hold	25	–	–	﹤0.01%	2268
2018 Q1	$1.02K	Hold	25	–	–	﹤0.01%	2194
2017 Q4	$1.04K	Buy	+25	New	+$1.07K	﹤0.01%	2142

Other funds holding HECO

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BAM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

American Portfolios Advisors's HECO Position: Q4 2018 in Review

American Portfolios Advisors sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q4 2018, closing a stake of 25 shares — an estimated $1.1K sold.

American Portfolios Advisors first reported a position in HECO in Q4 2017 and held it in 4 quarters. The position peaked at $1.1K in Q3 2018. 14 funds tracked by Wall St. Rank hold HECO as of Q4 2018.

American Portfolios Advisors reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q4 2018 after selling out during the quarter.
American Portfolios Advisors sold 25 Strategy Shares EcoLogical Strategy ETF shares in Q4 2018, an estimated $1.1K.
American Portfolios Advisors first reported a position in Strategy Shares EcoLogical Strategy ETF in Q4 2017 and held it in 4 quarters.
American Portfolios Advisors's Strategy Shares EcoLogical Strategy ETF position peaked at $1.1K in Q3 2018.
14 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q4 2018.

Based on American Portfolios Advisors's 13F filing for Q4 2018, filed 24 Mar 2023.