BWM
HTUS icon

Birchcreek Wealth Management’s Hull Tactical US ETF HTUS Stock Holding History

Birchcreek Wealth Management’s Portfolio HTUS Stock Details HTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,000
Closed -$116K – 185
2020
Q4 		$116K Buy
+4,000
New +$113K 0.11% 134

Other funds holding HTUS

NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Birchcreek Wealth Management's HTUS Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Hull Tactical US ETF (HTUS) in Q1 2021, closing a stake of 4,000 shares — an estimated $116K sold.

Birchcreek Wealth Management first reported a position in HTUS in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 10 funds tracked by Wall St. Rank hold HTUS as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Hull Tactical US ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,000 Hull Tactical US ETF shares in Q1 2021, an estimated $116K.
  • Birchcreek Wealth Management first reported a position in Hull Tactical US ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Hull Tactical US ETF position peaked at $116K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.