Bridge Advisory’s ERShares NextGen Entrepreneurs ETF ERSX Stock Holding History

Bridge Advisory’s Portfolio ERSX Stock Details ERSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-9,011	Closed	-$204K	–	90
2021 Q1	$204K	Buy	+9,011	New	+$228K	0.13%	71

Other funds holding ERSX

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Bridge Advisory's ERSX Position: Q2 2021 in Review

Bridge Advisory sold out of ERShares NextGen Entrepreneurs ETF (ERSX) in Q2 2021, closing a stake of 9,011 shares — an estimated $204K sold.

Bridge Advisory first reported a position in ERSX in Q1 2021 and held it in 1 quarter. The position peaked at $204K in Q1 2021. 4 funds tracked by Wall St. Rank hold ERSX as of Q2 2021.

Bridge Advisory reported no remaining ERShares NextGen Entrepreneurs ETF position as of Q2 2021 after selling out during the quarter.
Bridge Advisory sold 9,011 ERShares NextGen Entrepreneurs ETF shares in Q2 2021, an estimated $204K.
Bridge Advisory first reported a position in ERShares NextGen Entrepreneurs ETF in Q1 2021 and held it in 1 quarter.
Bridge Advisory's ERShares NextGen Entrepreneurs ETF position peaked at $204K in Q1 2021.
4 funds tracked by Wall St. Rank held ERShares NextGen Entrepreneurs ETF as of Q2 2021.

Based on Bridge Advisory's 13F filing for Q2 2021, filed 2 Aug 2021.