Arax Advisory Partners’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Arax Advisory Partners’s Portfolio HAUZ Stock Details HAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-104	Closed	-$2.03K	–	1378
2023 Q3	$2.03K	Buy	+104	New	+$2.12K	﹤0.01%	1004
2023 Q1	–	Sell	-2	Closed	-$43	–	1291
2022 Q4	$43	Buy	+2	New	+$41	﹤0.01%	1263
2022 Q2	–	Sell	-23	Closed	-$1K	–	1190
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	1036
2021 Q4	$1K	Buy	+23	New	+$648	﹤0.01%	1015

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return