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Ancora Advisors’s Global X NASDAQ 100 Risk Managed Income ETF QRMI Stock Holding History

Ancora Advisors’s Portfolio QRMI Stock Details QRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-203
Closed -$3.42K – 1872
2024
Q2 		$3.42K Buy
+203
New +$3.45K ﹤0.01% 1499

Other funds holding QRMI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors's QRMI Position: Q3 2024 in Review

Ancora Advisors sold out of Global X NASDAQ 100 Risk Managed Income ETF (QRMI) in Q3 2024, closing a stake of 203 shares — an estimated $3.42K sold.

Ancora Advisors first reported a position in QRMI in Q2 2024 and held it in 1 quarter. The position peaked at $3.42K in Q2 2024. 9 funds tracked by Wall St. Rank hold QRMI as of Q3 2024.

  • Ancora Advisors reported no remaining Global X NASDAQ 100 Risk Managed Income ETF position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 203 Global X NASDAQ 100 Risk Managed Income ETF shares in Q3 2024, an estimated $3.42K.
  • Ancora Advisors first reported a position in Global X NASDAQ 100 Risk Managed Income ETF in Q2 2024 and held it in 1 quarter.
  • Ancora Advisors's Global X NASDAQ 100 Risk Managed Income ETF position peaked at $3.42K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held Global X NASDAQ 100 Risk Managed Income ETF as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.