Certified Advisory Corp’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Certified Advisory Corp’s Portfolio UTRN Stock Details UTRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-26	Closed	-$1K	–	824
2020 Q1	$1K	Hold	26	–	–	﹤0.01%	759
2019 Q4	$1K	Buy	+26	New	+$702	﹤0.01%	780

Other funds holding UTRN

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Certified Advisory Corp's UTRN Position: Q2 2020 in Review

Certified Advisory Corp sold out of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) in Q2 2020, closing a stake of 26 shares — an estimated $1K sold.

Certified Advisory Corp first reported a position in UTRN in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 17 funds tracked by Wall St. Rank hold UTRN as of Q2 2020.

Certified Advisory Corp reported no remaining Vesper US Large Cap Short-Term Reversal Strategy ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 26 Vesper US Large Cap Short-Term Reversal Strategy ETF shares in Q2 2020, an estimated $1K.
Certified Advisory Corp first reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF in Q4 2019 and held it in 2 quarters.
Certified Advisory Corp's Vesper US Large Cap Short-Term Reversal Strategy ETF position peaked at $1K in Q1 2020.
17 funds tracked by Wall St. Rank held Vesper US Large Cap Short-Term Reversal Strategy ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.