Arete Wealth Advisors
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Arete Wealth Advisors’s STF Tactical Growth ETF TUG Stock Holding History

Arete Wealth Advisors’s Portfolio TUG Stock Details TUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21,301
Closed -$627K – 707
2023
Q4 		$627K Buy
+21,301
New +$587K 0.05% 350

Other funds holding TUG

Transamerica Financial Advisors
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Summit Global Investments
Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Arete Wealth Advisors's TUG Position: Q1 2024 in Review

Arete Wealth Advisors sold out of STF Tactical Growth ETF (TUG) in Q1 2024, closing a stake of 21,301 shares — an estimated $627K sold.

Arete Wealth Advisors first reported a position in TUG in Q4 2023 and held it in 1 quarter. The position peaked at $627K in Q4 2023. 11 funds tracked by Wall St. Rank hold TUG as of Q1 2024.

  • Arete Wealth Advisors reported no remaining STF Tactical Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 21,301 STF Tactical Growth ETF shares in Q1 2024, an estimated $627K.
  • Arete Wealth Advisors first reported a position in STF Tactical Growth ETF in Q4 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's STF Tactical Growth ETF position peaked at $627K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.