Clearview Wealth Advisors’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

Clearview Wealth Advisors’s Portfolio AIED Stock Details AIED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$3K	–	690
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	543
2021 Q2	$4K	Buy	+100	New	+$3.5K	﹤0.01%	518

Other funds holding AIED

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Palumbo Wealth Management Great Neck, New York $478M AUM 50.95% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return

Clearview Wealth Advisors's AIED Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q4 2021, closing a stake of 100 shares — an estimated $3K sold.

Clearview Wealth Advisors first reported a position in AIED in Q2 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 6 funds tracked by Wall St. Rank hold AIED as of Q4 2021.

Clearview Wealth Advisors reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q4 2021 after selling out during the quarter.
Clearview Wealth Advisors sold 100 Defiance LLM Catalyst Momentum ETF shares in Q4 2021, an estimated $3K.
Clearview Wealth Advisors first reported a position in Defiance LLM Catalyst Momentum ETF in Q2 2021 and held it in 2 quarters.
Clearview Wealth Advisors's Defiance LLM Catalyst Momentum ETF position peaked at $4K in Q2 2021.
6 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.