Cerity Partners’s Invesco Alerian Galaxy Crypto Economy ETF SATO Stock Holding History

Cerity Partners’s Portfolio SATO Stock Details SATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-106	Closed	-$419K	–	1908
2023 Q1	$419K	Buy	+106	New	+$617	﹤0.01%	1381

Other funds holding SATO

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cerity Partners's SATO Position: Q2 2023 in Review

Cerity Partners sold out of Invesco Alerian Galaxy Crypto Economy ETF (SATO) in Q2 2023, closing a stake of 106 shares — an estimated $419K sold.

Cerity Partners first reported a position in SATO in Q1 2023 and held it in 1 quarter. The position peaked at $419K in Q1 2023. 6 funds tracked by Wall St. Rank hold SATO as of Q2 2023.

Cerity Partners reported no remaining Invesco Alerian Galaxy Crypto Economy ETF position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 106 Invesco Alerian Galaxy Crypto Economy ETF shares in Q2 2023, an estimated $419K.
Cerity Partners first reported a position in Invesco Alerian Galaxy Crypto Economy ETF in Q1 2023 and held it in 1 quarter.
Cerity Partners's Invesco Alerian Galaxy Crypto Economy ETF position peaked at $419K in Q1 2023.
6 funds tracked by Wall St. Rank held Invesco Alerian Galaxy Crypto Economy ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.