CAAS
IRBA

Capital Asset Advisory Services’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

Capital Asset Advisory Services’s Portfolio IRBA Stock Details IRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7,537
Closed -$67K – 596
2022
Q2 		$67K Buy
+7,537
New +$70.7K 0.01% 417

Other funds holding IRBA

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Asset Advisory Services's IRBA Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of iMGP RBA Responsible Global Allocation ETF (IRBA) in Q3 2022, closing a stake of 7,537 shares — an estimated $67K sold.

Capital Asset Advisory Services first reported a position in IRBA in Q2 2022 and held it in 1 quarter. The position peaked at $67K in Q2 2022. 7 funds tracked by Wall St. Rank hold IRBA as of Q3 2022.

  • Capital Asset Advisory Services reported no remaining iMGP RBA Responsible Global Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Capital Asset Advisory Services sold 7,537 iMGP RBA Responsible Global Allocation ETF shares in Q3 2022, an estimated $67K.
  • Capital Asset Advisory Services first reported a position in iMGP RBA Responsible Global Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Capital Asset Advisory Services's iMGP RBA Responsible Global Allocation ETF position peaked at $67K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.