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Arete Wealth Advisors’s STF Tactical Growth & Income ETF TUGN Stock Holding History

Arete Wealth Advisors’s Portfolio TUGN Stock Details TUGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,646
Closed -$401K – 806
2025
Q1 		$401K Buy
18,646
+4,414
+31% +$104K 0.03% 448
2024
Q4 		$341K Buy
14,232
+1,163
+9% +$27.8K 0.02% 520
2024
Q3 		$302K Buy
13,069
+3,869
+42% +$90K 0.03% 521
2024
Q2 		$226K Buy
+9,200
New +$215K 0.02% 623

Other funds holding TUGN

QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Arete Wealth Advisors's TUGN Position: Q2 2025 in Review

Arete Wealth Advisors sold out of STF Tactical Growth & Income ETF (TUGN) in Q2 2025, closing a stake of 18,646 shares — an estimated $401K sold.

Arete Wealth Advisors first reported a position in TUGN in Q2 2024 and held it in 4 quarters. The position peaked at $401K in Q1 2025. 13 funds tracked by Wall St. Rank hold TUGN as of Q2 2025.

  • Arete Wealth Advisors reported no remaining STF Tactical Growth & Income ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 18,646 STF Tactical Growth & Income ETF shares in Q2 2025, an estimated $401K.
  • Arete Wealth Advisors first reported a position in STF Tactical Growth & Income ETF in Q2 2024 and held it in 4 quarters.
  • Arete Wealth Advisors's STF Tactical Growth & Income ETF position peaked at $401K in Q1 2025.
  • 13 funds tracked by Wall St. Rank held STF Tactical Growth & Income ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.