CA
AHHX

Claro Advisors’s Adaptive High Income ETF AHHX Stock Holding History

Claro Advisors’s Portfolio AHHX Stock Details AHHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,103
Closed -$156K – 335
2022
Q1 		$156K Hold
15,103
– – 0.06% 273
2021
Q4 		$156K Buy
+15,103
New +$156K 0.06% 273

Other funds holding AHHX

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Claro Advisors's AHHX Position: Q2 2022 in Review

Claro Advisors sold out of Adaptive High Income ETF (AHHX) in Q2 2022, closing a stake of 15,103 shares — an estimated $156K sold.

Claro Advisors first reported a position in AHHX in Q4 2021 and held it in 2 quarters. The position peaked at $156K in Q1 2022. 11 funds tracked by Wall St. Rank hold AHHX as of Q2 2022.

  • Claro Advisors reported no remaining Adaptive High Income ETF position as of Q2 2022 after selling out during the quarter.
  • Claro Advisors sold 15,103 Adaptive High Income ETF shares in Q2 2022, an estimated $156K.
  • Claro Advisors first reported a position in Adaptive High Income ETF in Q4 2021 and held it in 2 quarters.
  • Claro Advisors's Adaptive High Income ETF position peaked at $156K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Adaptive High Income ETF as of Q2 2022.

Based on Claro Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.