AI
ALFA

AXS Investments’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

AXS Investments’s Portfolio ALFA Stock Details ALFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,049
Closed -$253K – 242
2021
Q3 		$253K Buy
+3,049
New +$262K 0.09% 86

Other funds holding ALFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

AXS Investments's ALFA Position: Q4 2021 in Review

AXS Investments sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q4 2021, closing a stake of 3,049 shares — an estimated $253K sold.

AXS Investments first reported a position in ALFA in Q3 2021 and held it in 1 quarter. The position peaked at $253K in Q3 2021. 16 funds tracked by Wall St. Rank hold ALFA as of Q4 2021.

  • AXS Investments reported no remaining AlphaClone Alternative Alpha ETF position as of Q4 2021 after selling out during the quarter.
  • AXS Investments sold 3,049 AlphaClone Alternative Alpha ETF shares in Q4 2021, an estimated $253K.
  • AXS Investments first reported a position in AlphaClone Alternative Alpha ETF in Q3 2021 and held it in 1 quarter.
  • AXS Investments's AlphaClone Alternative Alpha ETF position peaked at $253K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.