American Portfolios Advisors’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,406	Closed	-$467K	–	3663
2021 Q4	$467K	Sell	7,406 -4,398	-37%	-$279K	0.02%	773
2021 Q3	$674K	Buy	+11,804	New	+$683K	0.03%	581

Other funds holding WUGI

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's WUGI Position: Q1 2022 in Review

American Portfolios Advisors sold out of AXS Esoterica NextG Economy ETF (WUGI) in Q1 2022, closing a stake of 7,406 shares — an estimated $467K sold.

American Portfolios Advisors first reported a position in WUGI in Q3 2021 and held it in 2 quarters. The position peaked at $674K in Q3 2021. 6 funds tracked by Wall St. Rank hold WUGI as of Q1 2022.

American Portfolios Advisors reported no remaining AXS Esoterica NextG Economy ETF position as of Q1 2022 after selling out during the quarter.
American Portfolios Advisors sold 7,406 AXS Esoterica NextG Economy ETF shares in Q1 2022, an estimated $467K.
American Portfolios Advisors first reported a position in AXS Esoterica NextG Economy ETF in Q3 2021 and held it in 2 quarters.
American Portfolios Advisors's AXS Esoterica NextG Economy ETF position peaked at $674K in Q3 2021.
6 funds tracked by Wall St. Rank held AXS Esoterica NextG Economy ETF as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.