BlackDiamond Wealth Management’s Vest 10 Year Interest Rate Hedge ETF RYSE Stock Holding History

BlackDiamond Wealth Management’s Portfolio RYSE Stock Details RYSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,273	Closed	-$339K	–	149
2023 Q3	$339K	Buy	10,273 +3,030	+42%	+$90.1K	0.31%	77
2023 Q2	$206K	Buy	+7,243	New	+$194K	0.17%	124

Other funds holding RYSE

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackDiamond Wealth Management's RYSE Position: Q4 2023 in Review

BlackDiamond Wealth Management sold out of Vest 10 Year Interest Rate Hedge ETF (RYSE) in Q4 2023, closing a stake of 10,273 shares — an estimated $339K sold.

BlackDiamond Wealth Management first reported a position in RYSE in Q2 2023 and held it in 2 quarters. The position peaked at $339K in Q3 2023. 5 funds tracked by Wall St. Rank hold RYSE as of Q4 2023.

BlackDiamond Wealth Management reported no remaining Vest 10 Year Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
BlackDiamond Wealth Management sold 10,273 Vest 10 Year Interest Rate Hedge ETF shares in Q4 2023, an estimated $339K.
BlackDiamond Wealth Management first reported a position in Vest 10 Year Interest Rate Hedge ETF in Q2 2023 and held it in 2 quarters.
BlackDiamond Wealth Management's Vest 10 Year Interest Rate Hedge ETF position peaked at $339K in Q3 2023.
5 funds tracked by Wall St. Rank held Vest 10 Year Interest Rate Hedge ETF as of Q4 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.