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Aveo Capital Partners’s First Trust Preferred Securities and Income ETF FPE Stock Holding History

Aveo Capital Partners’s Portfolio FPE Stock Details FPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-229,423
Closed -$3.96M – 337
2024
Q1 		$3.96M Buy
+229,423
New +$3.92M 0.43% 67

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Wells Fargo
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Aveo Capital Partners's FPE Position: Q2 2024 in Review

Aveo Capital Partners sold out of First Trust Preferred Securities and Income ETF (FPE) in Q2 2024, closing a stake of 229,423 shares — an estimated $3.96M sold.

Aveo Capital Partners first reported a position in FPE in Q1 2024 and held it in 1 quarter. The position peaked at $3.96M in Q1 2024. 405 funds tracked by Wall St. Rank hold FPE as of Q2 2024.

  • Aveo Capital Partners reported no remaining First Trust Preferred Securities and Income ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 229,423 First Trust Preferred Securities and Income ETF shares in Q2 2024, an estimated $3.96M.
  • Aveo Capital Partners first reported a position in First Trust Preferred Securities and Income ETF in Q1 2024 and held it in 1 quarter.
  • Aveo Capital Partners's First Trust Preferred Securities and Income ETF position peaked at $3.96M in Q1 2024.
  • 405 funds tracked by Wall St. Rank held First Trust Preferred Securities and Income ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.