Citadel Advisors’s LifeGoal Wealth Builder ETF WLTH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,017
Closed -$132K 15942
2022
Q4
$132K Buy
16,017
+3,746
+31% +$30.4K ﹤0.01% 10813
2022
Q3
$95K Sell
12,271
-4,019
-25% -$33.8K ﹤0.01% 11142
2022
Q2
$136K Buy
+16,290
New +$143K ﹤0.01% 11084

Citadel Advisors's WLTH Position: Q1 2023 in Review

Citadel Advisors sold out of LifeGoal Wealth Builder ETF (WLTH) in Q1 2023, closing a stake of 16,017 shares — an estimated $132K sold.

Citadel Advisors first reported a position in WLTH in Q2 2022 and held it in 3 quarters. The position peaked at $136K in Q2 2022. 0 funds tracked by Wall St. Rank hold WLTH as of Q1 2023.

  • Citadel Advisors reported no remaining LifeGoal Wealth Builder ETF position as of Q1 2023 after selling out during the quarter.
  • Citadel Advisors sold 16,017 LifeGoal Wealth Builder ETF shares in Q1 2023, an estimated $132K.
  • Citadel Advisors first reported a position in LifeGoal Wealth Builder ETF in Q2 2022 and held it in 3 quarters.
  • Citadel Advisors's LifeGoal Wealth Builder ETF position peaked at $136K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held LifeGoal Wealth Builder ETF as of Q1 2023.

Based on Citadel Advisors's 13F filing for Q1 2023, filed 15 May 2023.