ACP
EGIS

Arcus Capital Partners’s 2ndVote Society Defended ETF EGIS Stock Holding History

Arcus Capital Partners’s Portfolio EGIS Stock Details EGIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,583
Closed -$51.8K – 377
2022
Q4 		$51.8K Buy
+1,583
New +$51.2K 0.02% 177

Other funds holding EGIS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Arcus Capital Partners's EGIS Position: Q1 2023 in Review

Arcus Capital Partners sold out of 2ndVote Society Defended ETF (EGIS) in Q1 2023, closing a stake of 1,583 shares — an estimated $51.8K sold.

Arcus Capital Partners first reported a position in EGIS in Q4 2022 and held it in 1 quarter. The position peaked at $51.8K in Q4 2022. 12 funds tracked by Wall St. Rank hold EGIS as of Q1 2023.

  • Arcus Capital Partners reported no remaining 2ndVote Society Defended ETF position as of Q1 2023 after selling out during the quarter.
  • Arcus Capital Partners sold 1,583 2ndVote Society Defended ETF shares in Q1 2023, an estimated $51.8K.
  • Arcus Capital Partners first reported a position in 2ndVote Society Defended ETF in Q4 2022 and held it in 1 quarter.
  • Arcus Capital Partners's 2ndVote Society Defended ETF position peaked at $51.8K in Q4 2022.
  • 12 funds tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q1 2023.

Based on Arcus Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.