Clarus Wealth Advisors’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Clarus Wealth Advisors’s Portfolio QABA Stock Details QABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$23K	–	682
2019 Q1	$23K	Hold	500	–	–	0.02%	399
2018 Q4	$22K	Buy	500 +100	+25%	+$4.83K	0.03%	394
2018 Q3	$21K	Buy	400 +100	+33%	+$5.58K	0.01%	428
2018 Q2	$16K	Buy	+300	New	+$16.6K	0.01%	458

Other funds holding QABA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clarus Wealth Advisors's QABA Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q2 2019, closing a stake of 500 shares — an estimated $23K sold.

Clarus Wealth Advisors first reported a position in QABA in Q2 2018 and held it in 4 quarters. The position peaked at $23K in Q1 2019. 61 funds tracked by Wall St. Rank hold QABA as of Q2 2019.

Clarus Wealth Advisors reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 500 First Trust NASDAQ ABA Community Bank Index Fund shares in Q2 2019, an estimated $23K.
Clarus Wealth Advisors first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $23K in Q1 2019.
61 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.