Clearwater Capital Advisors’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Clearwater Capital Advisors’s Portfolio GVIP Stock Details GVIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,711	Closed	-$342K	–	140
2020 Q1	$342K	Sell	6,711 -6,502	-49%	-$399K	0.07%	110
2019 Q4	$838K	Sell	13,213 -3,117	-19%	-$184K	0.14%	105
2019 Q3	$909K	Buy	16,330 +2,694	+20%	+$155K	0.16%	107
2019 Q2	$793K	Buy	13,636 +1,559	+13%	+$89.9K	0.14%	118
2019 Q1	$682K	Buy	12,077 +4,461	+59%	+$243K	0.13%	129
2018 Q4	$374K	Buy	+7,616	New	+$404K	0.08%	159
2018 Q2	–	Sell	-2,400	Closed	-$129K	–	335
2018 Q1	$129K	Buy	+2,400	New	+$132K	0.03%	213

Other funds holding GVIP

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Clearwater Capital Advisors's GVIP Position: Q2 2020 in Review

Clearwater Capital Advisors sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2020, closing a stake of 6,711 shares — an estimated $342K sold.

Clearwater Capital Advisors first reported a position in GVIP in Q1 2018 and held it in 7 quarters. The position peaked at $909K in Q3 2019. 25 funds tracked by Wall St. Rank hold GVIP as of Q2 2020.

Clearwater Capital Advisors reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 6,711 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2020, an estimated $342K.
Clearwater Capital Advisors first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q1 2018 and held it in 7 quarters.
Clearwater Capital Advisors's Goldman Sachs Hedge Industry VIP ETF position peaked at $909K in Q3 2019.
25 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2020.

Based on Clearwater Capital Advisors's 13F filing for Q2 2020, filed 30 Jul 2020.