BDO Wealth Advisors’s SOS Limited SOS Stock Holding History

BDO Wealth Advisors’s Portfolio SOS Stock Details SOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Hold	0	–	-$5	–	1057
2023 Q1	–	Hold	0	–	–	–	1057
2022 Q4	–	Hold	0	–	–	–	1013
2022 Q3	–	Hold	0	–	–	–	1130
2022 Q2	–	Hold	0	–	–	–	1111
2022 Q1	–	Hold	0	–	–	–	1131
2021 Q4	–	Hold	0	–	–	–	1142
2021 Q3	–	Hold	0	–	–	–	1120
2021 Q2	–	Hold	0	–	–	–	1200
2021 Q1	–	Hold	0	–	–	–	1262

Other funds holding SOS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Group One Trading

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RhumbLine Advisers

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return