Ameriprise
RULE icon

Ameriprise’s Adaptive Core ETF RULE Stock Holding History

Ameriprise’s Portfolio RULE Stock Details RULE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,523
Closed -$224K – 3990
2023
Q1 		$224K Buy
+7,523
New +$147K ﹤0.01% 3693

Other funds holding RULE

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise's RULE Position: Q2 2023 in Review

Ameriprise sold out of Adaptive Core ETF (RULE) in Q2 2023, closing a stake of 7,523 shares — an estimated $224K sold.

Ameriprise first reported a position in RULE in Q1 2023 and held it in 1 quarter. The position peaked at $224K in Q1 2023. 6 funds tracked by Wall St. Rank hold RULE as of Q2 2023.

  • Ameriprise reported no remaining Adaptive Core ETF position as of Q2 2023 after selling out during the quarter.
  • Ameriprise sold 7,523 Adaptive Core ETF shares in Q2 2023, an estimated $224K.
  • Ameriprise first reported a position in Adaptive Core ETF in Q1 2023 and held it in 1 quarter.
  • Ameriprise's Adaptive Core ETF position peaked at $224K in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Adaptive Core ETF as of Q2 2023.

Based on Ameriprise's 13F filing for Q2 2023, filed 14 Aug 2023.