AAS
LBAY icon

Avantax Advisory Services’s Leatherback Long/Short Alternative Yield ETF LBAY Stock Holding History

Avantax Advisory Services’s Portfolio LBAY Stock Details LBAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,615
Closed -$208K – 1364
2022
Q2 		$208K Buy
+7,615
New +$215K ﹤0.01% 1188

Other funds holding LBAY

LDFR
Lehman & Derafelo Financial Resources Media, Pennsylvania $337M AUM 8.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $343M AUM 19.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Advisory Services's LBAY Position: Q3 2022 in Review

Avantax Advisory Services sold out of Leatherback Long/Short Alternative Yield ETF (LBAY) in Q3 2022, closing a stake of 7,615 shares — an estimated $208K sold.

Avantax Advisory Services first reported a position in LBAY in Q2 2022 and held it in 1 quarter. The position peaked at $208K in Q2 2022. 12 funds tracked by Wall St. Rank hold LBAY as of Q3 2022.

  • Avantax Advisory Services reported no remaining Leatherback Long/Short Alternative Yield ETF position as of Q3 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 7,615 Leatherback Long/Short Alternative Yield ETF shares in Q3 2022, an estimated $208K.
  • Avantax Advisory Services first reported a position in Leatherback Long/Short Alternative Yield ETF in Q2 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Leatherback Long/Short Alternative Yield ETF position peaked at $208K in Q2 2022.
  • 12 funds tracked by Wall St. Rank held Leatherback Long/Short Alternative Yield ETF as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.