AWM
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Axxcess Wealth Management’s Quadratic Deflation ETF BNDD Stock Holding History

Axxcess Wealth Management’s Portfolio BNDD Stock Details BNDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,013
Closed -$255K – 601
2023
Q1 		$255K Buy
+2,013
New +$251K 0.02% 527

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KPWS
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Axxcess Wealth Management's BNDD Position: Q2 2023 in Review

Axxcess Wealth Management sold out of Quadratic Deflation ETF (BNDD) in Q2 2023, closing a stake of 2,013 shares — an estimated $255K sold.

Axxcess Wealth Management first reported a position in BNDD in Q1 2023 and held it in 1 quarter. The position peaked at $255K in Q1 2023. 32 funds tracked by Wall St. Rank hold BNDD as of Q2 2023.

  • Axxcess Wealth Management reported no remaining Quadratic Deflation ETF position as of Q2 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,013 Quadratic Deflation ETF shares in Q2 2023, an estimated $255K.
  • Axxcess Wealth Management first reported a position in Quadratic Deflation ETF in Q1 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Quadratic Deflation ETF position peaked at $255K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Quadratic Deflation ETF as of Q2 2023.

Based on Axxcess Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.