Capital Asset Advisory Services’s The Long-Term Care ETF OLD Stock Holding History

Capital Asset Advisory Services’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-137	Closed	-$4K	–	1639
2020 Q4	$4K	Buy	+137	New	+$3.8K	﹤0.01%	1351

Other funds holding OLD

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIC

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Capital Asset Advisory Services's OLD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of The Long-Term Care ETF (OLD) in Q1 2021, closing a stake of 137 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in OLD in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 22 funds tracked by Wall St. Rank hold OLD as of Q1 2021.

Capital Asset Advisory Services reported no remaining The Long-Term Care ETF position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 137 The Long-Term Care ETF shares in Q1 2021, an estimated $4K.
Capital Asset Advisory Services first reported a position in The Long-Term Care ETF in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's The Long-Term Care ETF position peaked at $4K in Q4 2020.
22 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.