AWA
IWMY icon

Authentikos Wealth Advisory’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Authentikos Wealth Advisory’s Portfolio IWMY Stock Details IWMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,771
Closed -$65.8K – 120
2024
Q3 		$65.8K Buy
+1,771
New +$69.8K 0.06% 94

Other funds holding IWMY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Authentikos Wealth Advisory's IWMY Position: Q4 2024 in Review

Authentikos Wealth Advisory sold out of Defiance R2000 Weekly Distribution ETF (IWMY) in Q4 2024, closing a stake of 1,771 shares — an estimated $65.8K sold.

Authentikos Wealth Advisory first reported a position in IWMY in Q3 2024 and held it in 1 quarter. The position peaked at $65.8K in Q3 2024. 15 funds tracked by Wall St. Rank hold IWMY as of Q4 2024.

  • Authentikos Wealth Advisory reported no remaining Defiance R2000 Weekly Distribution ETF position as of Q4 2024 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 1,771 Defiance R2000 Weekly Distribution ETF shares in Q4 2024, an estimated $65.8K.
  • Authentikos Wealth Advisory first reported a position in Defiance R2000 Weekly Distribution ETF in Q3 2024 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Defiance R2000 Weekly Distribution ETF position peaked at $65.8K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q4 2024.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2024, filed 29 Jan 2025.