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Capasso Planning Partners’s Quadratic Deflation ETF BNDD Stock Holding History

Capasso Planning Partners’s Portfolio BNDD Stock Details BNDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,036
Closed -$258K – 100
2023
Q1 		$258K Buy
+2,036
New +$254K 0.15% 80

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WP
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HighTower Advisors
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Cetera Investment Advisers
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Capasso Planning Partners's BNDD Position: Q2 2023 in Review

Capasso Planning Partners sold out of Quadratic Deflation ETF (BNDD) in Q2 2023, closing a stake of 2,036 shares — an estimated $258K sold.

Capasso Planning Partners first reported a position in BNDD in Q1 2023 and held it in 1 quarter. The position peaked at $258K in Q1 2023. 32 funds tracked by Wall St. Rank hold BNDD as of Q2 2023.

  • Capasso Planning Partners reported no remaining Quadratic Deflation ETF position as of Q2 2023 after selling out during the quarter.
  • Capasso Planning Partners sold 2,036 Quadratic Deflation ETF shares in Q2 2023, an estimated $258K.
  • Capasso Planning Partners first reported a position in Quadratic Deflation ETF in Q1 2023 and held it in 1 quarter.
  • Capasso Planning Partners's Quadratic Deflation ETF position peaked at $258K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Quadratic Deflation ETF as of Q2 2023.

Based on Capasso Planning Partners's 13F filing for Q2 2023, filed 11 Aug 2023.