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Columbia Advisory Partners’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

Columbia Advisory Partners’s Portfolio THY Stock Details THY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-75,079
Closed -$1.68M – 63
2023
Q1 		$1.68M Buy
+75,079
New +$1.69M 1.58% 15

Other funds holding THY

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Columbia Advisory Partners's THY Position: Q2 2023 in Review

Columbia Advisory Partners sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q2 2023, closing a stake of 75,079 shares — an estimated $1.68M sold.

Columbia Advisory Partners first reported a position in THY in Q1 2023 and held it in 1 quarter. The position peaked at $1.68M in Q1 2023. 11 funds tracked by Wall St. Rank hold THY as of Q2 2023.

  • Columbia Advisory Partners reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q2 2023 after selling out during the quarter.
  • Columbia Advisory Partners sold 75,079 Toews Agility Shares Dynamic Tactical Income ETF shares in Q2 2023, an estimated $1.68M.
  • Columbia Advisory Partners first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q1 2023 and held it in 1 quarter.
  • Columbia Advisory Partners's Toews Agility Shares Dynamic Tactical Income ETF position peaked at $1.68M in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q2 2023.

Based on Columbia Advisory Partners's 13F filing for Q2 2023, filed 2 Aug 2023.