Armstrong Advisory Group’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Armstrong Advisory Group’s Portfolio DFAT Stock Details DFAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-412	Closed	-$21.6K	–	800
2024 Q1	$21.6K	Hold	412	–	–	﹤0.01%	470
2023 Q4	$21.6K	Hold	412	–	–	﹤0.01%	470
2023 Q3	$18.8K	Hold	412	–	–	﹤0.01%	504
2023 Q2	$19.1K	Hold	412	–	–	﹤0.01%	502
2023 Q1	$18.3K	Hold	412	–	–	﹤0.01%	491
2022 Q4	$18.1K	Buy	+412	New	+$18.1K	﹤0.01%	501

Other funds holding DFAT

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

JTWM

Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Armstrong Advisory Group's DFAT Position: Q2 2024 in Review

Armstrong Advisory Group sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2024, closing a stake of 412 shares — an estimated $21.6K sold.

Armstrong Advisory Group first reported a position in DFAT in Q4 2022 and held it in 6 quarters. The position peaked at $21.6K in Q1 2024. 621 funds tracked by Wall St. Rank hold DFAT as of Q2 2024.

Armstrong Advisory Group reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
Armstrong Advisory Group sold 412 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2024, an estimated $21.6K.
Armstrong Advisory Group first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q4 2022 and held it in 6 quarters.
Armstrong Advisory Group's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $21.6K in Q1 2024.
621 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2024.

Based on Armstrong Advisory Group's 13F filing for Q2 2024, filed 12 Jul 2024.