BFA
ULTR

Beaumont Financial Advisors’s IQ Ultra Short Duration ETF ULTR Stock Holding History

Beaumont Financial Advisors’s Portfolio ULTR Stock Details ULTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-83,562
Closed -$4.02M – 373
2022
Q1 		$4.02M Buy
83,562
+50,018
+149% +$2.42M 0.31% 66
2021
Q4 		$1.63M Sell
33,544
-182,268
-84% -$8.98M 0.12% 116
2021
Q3 		$10.7M Buy
+215,812
New +$10.7M 0.82% 35

Other funds holding ULTR

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beaumont Financial Advisors's ULTR Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of IQ Ultra Short Duration ETF (ULTR) in Q2 2022, closing a stake of 83,562 shares — an estimated $4.02M sold.

Beaumont Financial Advisors first reported a position in ULTR in Q3 2021 and held it in 3 quarters. The position peaked at $10.7M in Q3 2021. 12 funds tracked by Wall St. Rank hold ULTR as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining IQ Ultra Short Duration ETF position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 83,562 IQ Ultra Short Duration ETF shares in Q2 2022, an estimated $4.02M.
  • Beaumont Financial Advisors first reported a position in IQ Ultra Short Duration ETF in Q3 2021 and held it in 3 quarters.
  • Beaumont Financial Advisors's IQ Ultra Short Duration ETF position peaked at $10.7M in Q3 2021.
  • 12 funds tracked by Wall St. Rank held IQ Ultra Short Duration ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.