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Buttonwood Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Buttonwood Financial Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-45,969
Closed -$7.93M – 21
2022
Q2 		$7.93M Buy
+45,969
New +$8.59M 7.76% 4

Other funds holding OEF

CWA
CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Buttonwood Financial Group's OEF Position: Q3 2022 in Review

Buttonwood Financial Group sold out of iShares S&P 100 ETF (OEF) in Q3 2022, closing a stake of 45,969 shares — an estimated $7.93M sold.

Buttonwood Financial Group first reported a position in OEF in Q2 2022 and held it in 1 quarter. The position peaked at $7.93M in Q2 2022. 473 funds tracked by Wall St. Rank hold OEF as of Q3 2022.

  • Buttonwood Financial Group reported no remaining iShares S&P 100 ETF position as of Q3 2022 after selling out during the quarter.
  • Buttonwood Financial Group sold 45,969 iShares S&P 100 ETF shares in Q3 2022, an estimated $7.93M.
  • Buttonwood Financial Group first reported a position in iShares S&P 100 ETF in Q2 2022 and held it in 1 quarter.
  • Buttonwood Financial Group's iShares S&P 100 ETF position peaked at $7.93M in Q2 2022.
  • 473 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2022.

Based on Buttonwood Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.