Arete Wealth Advisors’s Columbia Emerging Markets Consumer ETF ECON Stock Holding History

Arete Wealth Advisors’s Portfolio ECON Stock Details ECON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-14,570	Closed	-$36.4K	–	675
2022 Q4	$36.4K	Buy	+14,570	New	+$280K	﹤0.01%	632
2019 Q4	–	Sell	-710,882	Closed	-$99K	–	396
2019 Q3	$99K	Buy	+710,882	New	+$15.7M	0.02%	396

Other funds holding ECON

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arete Wealth Advisors's ECON Position: Q1 2023 in Review

Arete Wealth Advisors sold out of Columbia Emerging Markets Consumer ETF (ECON) in Q1 2023, closing a stake of 14,570 shares — an estimated $36.4K sold.

Arete Wealth Advisors first reported a position in ECON in Q3 2019 and held it in 2 quarters. The position peaked at $99K in Q3 2019. 35 funds tracked by Wall St. Rank hold ECON as of Q1 2023.

Arete Wealth Advisors reported no remaining Columbia Emerging Markets Consumer ETF position as of Q1 2023 after selling out during the quarter.
Arete Wealth Advisors sold 14,570 Columbia Emerging Markets Consumer ETF shares in Q1 2023, an estimated $36.4K.
Arete Wealth Advisors first reported a position in Columbia Emerging Markets Consumer ETF in Q3 2019 and held it in 2 quarters.
Arete Wealth Advisors's Columbia Emerging Markets Consumer ETF position peaked at $99K in Q3 2019.
35 funds tracked by Wall St. Rank held Columbia Emerging Markets Consumer ETF as of Q1 2023.

Based on Arete Wealth Advisors's 13F filing for Q1 2023, filed 1 May 2023.