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American Portfolios Advisors’s Franklin Genomic Advancements ETF HELX Stock Holding History

American Portfolios Advisors’s Portfolio HELX Stock Details HELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,135
Closed -$227K – 3577
2022
Q1 		$227K Sell
6,135
-240
-4% -$9.14K 0.01% 1104
2021
Q4 		$309K Sell
6,375
-289
-4% -$14.4K 0.01% 952
2021
Q3 		$349K Buy
6,664
+950
+17% +$51.4K 0.01% 876
2021
Q2 		$296K Hold
5,714
– – 0.01% 953
2021
Q1 		$248K Buy
+5,714
New +$267K 0.01% 937

Other funds holding HELX

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

American Portfolios Advisors's HELX Position: Q2 2022 in Review

American Portfolios Advisors sold out of Franklin Genomic Advancements ETF (HELX) in Q2 2022, closing a stake of 6,135 shares — an estimated $227K sold.

American Portfolios Advisors first reported a position in HELX in Q1 2021 and held it in 5 quarters. The position peaked at $349K in Q3 2021. 8 funds tracked by Wall St. Rank hold HELX as of Q2 2022.

  • American Portfolios Advisors reported no remaining Franklin Genomic Advancements ETF position as of Q2 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 6,135 Franklin Genomic Advancements ETF shares in Q2 2022, an estimated $227K.
  • American Portfolios Advisors first reported a position in Franklin Genomic Advancements ETF in Q1 2021 and held it in 5 quarters.
  • American Portfolios Advisors's Franklin Genomic Advancements ETF position peaked at $349K in Q3 2021.
  • 8 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q2 2022.

Based on American Portfolios Advisors's 13F filing for Q2 2022, filed 20 Mar 2023.