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Aptus Capital Advisors’s TrueShares Technology AI & Deep Learning ETF LRNZ Stock Holding History

Aptus Capital Advisors’s Portfolio LRNZ Stock Details LRNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$14.9K – 952
2023
Q3 		$14.9K Hold
500
– – ﹤0.01% 770
2023
Q2 		$16K Hold
500
– – ﹤0.01% 673
2023
Q1 		$13.9K Buy
+500
New +$12.9K ﹤0.01% 660

Other funds holding LRNZ

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
AWA
Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Aptus Capital Advisors's LRNZ Position: Q4 2023 in Review

Aptus Capital Advisors sold out of TrueShares Technology AI & Deep Learning ETF (LRNZ) in Q4 2023, closing a stake of 500 shares — an estimated $14.9K sold.

Aptus Capital Advisors first reported a position in LRNZ in Q1 2023 and held it in 3 quarters. The position peaked at $16K in Q2 2023. 19 funds tracked by Wall St. Rank hold LRNZ as of Q4 2023.

  • Aptus Capital Advisors reported no remaining TrueShares Technology AI & Deep Learning ETF position as of Q4 2023 after selling out during the quarter.
  • Aptus Capital Advisors sold 500 TrueShares Technology AI & Deep Learning ETF shares in Q4 2023, an estimated $14.9K.
  • Aptus Capital Advisors first reported a position in TrueShares Technology AI & Deep Learning ETF in Q1 2023 and held it in 3 quarters.
  • Aptus Capital Advisors's TrueShares Technology AI & Deep Learning ETF position peaked at $16K in Q2 2023.
  • 19 funds tracked by Wall St. Rank held TrueShares Technology AI & Deep Learning ETF as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.