Bank of America
ACTV

Bank of America’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Bank of America’s Portfolio ACTV Stock Details ACTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-70
Closed -$2.14K – 7970
2023
Q3 		$2.14K Buy
+70
New +$2.23K ﹤0.01% 7131

Other funds holding ACTV

RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PIA
Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America's ACTV Position: Q4 2023 in Review

Bank of America sold out of LeaderShares Activist Leaders ETF (ACTV) in Q4 2023, closing a stake of 70 shares — an estimated $2.14K sold.

Bank of America first reported a position in ACTV in Q3 2023 and held it in 1 quarter. The position peaked at $2.14K in Q3 2023. 24 funds tracked by Wall St. Rank hold ACTV as of Q4 2023.

  • Bank of America reported no remaining LeaderShares Activist Leaders ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of America sold 70 LeaderShares Activist Leaders ETF shares in Q4 2023, an estimated $2.14K.
  • Bank of America first reported a position in LeaderShares Activist Leaders ETF in Q3 2023 and held it in 1 quarter.
  • Bank of America's LeaderShares Activist Leaders ETF position peaked at $2.14K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2023.

Based on Bank of America's 13F filing for Q4 2023, filed 14 Feb 2024.