Apexium Financial’s Syntax Stratified US Total Market Hedged ETF SHUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-23,547
Closed -$989K 232
2024
Q1
$989K Hold
23,547
0.08% 95
2023
Q4
$953K Buy
23,547
+156
+0.7% +$5.97K 0.07% 117
2023
Q3
$888K Hold
23,391
0.09% 89
2023
Q2
$920K Hold
23,391
0.08% 90
2023
Q1
$905K Hold
23,391
0.09% 89
2022
Q4
$905K Hold
23,391
0.09% 86
2022
Q3
$864K Buy
+23,391
New +$898K 0.11% 78

Other funds holding SHUS

Apexium Financial's SHUS Position: Q2 2024 in Review

Apexium Financial sold out of Syntax Stratified US Total Market Hedged ETF (SHUS) in Q2 2024, closing a stake of 23,547 shares — an estimated $989K sold.

Apexium Financial first reported a position in SHUS in Q3 2022 and held it in 7 quarters. The position peaked at $989K in Q1 2024. 5 funds tracked by Wall St. Rank hold SHUS as of Q2 2024.

  • Apexium Financial reported no remaining Syntax Stratified US Total Market Hedged ETF position as of Q2 2024 after selling out during the quarter.
  • Apexium Financial sold 23,547 Syntax Stratified US Total Market Hedged ETF shares in Q2 2024, an estimated $989K.
  • Apexium Financial first reported a position in Syntax Stratified US Total Market Hedged ETF in Q3 2022 and held it in 7 quarters.
  • Apexium Financial's Syntax Stratified US Total Market Hedged ETF position peaked at $989K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held Syntax Stratified US Total Market Hedged ETF as of Q2 2024.

Based on Apexium Financial's 13F filing for Q2 2024, filed 6 Aug 2024.