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Castle Rock Wealth Management’s CapForce IBD 50 ETF FFTY Stock Holding History

Castle Rock Wealth Management’s Portfolio FFTY Stock Details FFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-11,671
Closed -$364K – 39
2018
Q3 		$364K Buy
+11,671
New +$429K 0.58% 66

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RJFSA
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Royal Bank of Canada
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Castle Rock Wealth Management's FFTY Position: Q4 2018 in Review

Castle Rock Wealth Management sold out of CapForce IBD 50 ETF (FFTY) in Q4 2018, closing a stake of 11,671 shares — an estimated $364K sold.

Castle Rock Wealth Management first reported a position in FFTY in Q3 2018 and held it in 1 quarter. The position peaked at $364K in Q3 2018. 83 funds tracked by Wall St. Rank hold FFTY as of Q4 2018.

  • Castle Rock Wealth Management reported no remaining CapForce IBD 50 ETF position as of Q4 2018 after selling out during the quarter.
  • Castle Rock Wealth Management sold 11,671 CapForce IBD 50 ETF shares in Q4 2018, an estimated $364K.
  • Castle Rock Wealth Management first reported a position in CapForce IBD 50 ETF in Q3 2018 and held it in 1 quarter.
  • Castle Rock Wealth Management's CapForce IBD 50 ETF position peaked at $364K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2018.

Based on Castle Rock Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.