CA
IRBA

Cetera Advisors’s iMGP RBA Responsible Global Allocation ETF IRBA Stock Holding History

Cetera Advisors’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
2024
Q1 		$236K Sell
24,455
-9,813
-29% -$92.5K ﹤0.01% 2110
2023
Q4 		$322K Sell
34,268
-1,040
-3% -$9.36K ﹤0.01% 1379
2023
Q3 		$312K Sell
35,308
-44
-0.1% -$404 ﹤0.01% 1302
2023
Q2 		$327K Sell
35,352
-227
-0.6% -$2.08K 0.01% 1270
2023
Q1 		$325K Buy
35,579
+657
+2% +$5.97K 0.01% 1236
2022
Q4 		$310K Buy
34,922
+10,467
+43% +$91.9K 0.01% 1218
2022
Q3 		$203K Buy
24,455
+11,274
+86% +$101K 0.01% 1144
2022
Q2 		$117K Buy
+13,181
New +$124K ﹤0.01% 1296

Other funds holding IRBA

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's IRBA Position: Q1 2024 in Review

Cetera Advisors reduced its iMGP RBA Responsible Global Allocation ETF (IRBA) stake by 29% in Q1 2024, selling an estimated $92.5K and leaving 24,455 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Cetera Advisors first reported a position in IRBA in Q2 2022 and has held it in 8 quarters since. The position peaked at $327K in Q2 2023. 6 funds tracked by Wall St. Rank hold IRBA as of Q1 2024.

  • Cetera Advisors held 24,455 shares of iMGP RBA Responsible Global Allocation ETF worth $236K as of Q1 2024.
  • Cetera Advisors sold 9,813 iMGP RBA Responsible Global Allocation ETF shares in Q1 2024, an estimated $92.5K.
  • iMGP RBA Responsible Global Allocation ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2110 holding.
  • Cetera Advisors first reported a position in iMGP RBA Responsible Global Allocation ETF in Q2 2022 and has held it in 8 quarters since.
  • Cetera Advisors's iMGP RBA Responsible Global Allocation ETF position peaked at $327K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held iMGP RBA Responsible Global Allocation ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.