Concourse Financial Group Securities’s Tidal ETF Trust SoFi Be Your Own Boss ETF BYOB Stock Holding History

Concourse Financial Group Securities’s Portfolio BYOB Stock Details BYOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-437	Closed	-$7.18K	–	2402
2023 Q3	$6.63K	Hold	437	–	–	﹤0.01%	1748
2023 Q2	$7.23K	Hold	437	–	–	﹤0.01%	1747
2023 Q1	$6.99K	Hold	437	–	–	﹤0.01%	1773
2022 Q4	$5.6K	Hold	437	–	–	﹤0.01%	1820
2022 Q3	$6K	Hold	437	–	–	﹤0.01%	1629
2022 Q2	$6K	Buy	437 +25	+6%	+$426	﹤0.01%	1821
2022 Q1	$9K	Sell	412 -150	-27%	-$3.46K	﹤0.01%	1736
2021 Q4	$16K	Sell	562 -55	-9%	-$1.85K	﹤0.01%	1734
2021 Q3	$21K	Hold	617	–	–	﹤0.01%	1652
2021 Q2	$24K	Buy	617 +412	+201%	+$15.2K	﹤0.01%	1597
2021 Q1	$8K	Hold	205	–	–	﹤0.01%	1849
2020 Q4	$8K	Buy	+205	New	+$6.67K	﹤0.01%	1768

Other funds holding BYOB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Concourse Financial Group Securities's BYOB Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Tidal ETF Trust SoFi Be Your Own Boss ETF (BYOB) in Q4 2023, closing a stake of 437 shares — an estimated $7.18K sold.

Concourse Financial Group Securities first reported a position in BYOB in Q4 2020 and held it in 12 quarters. The position peaked at $24K in Q2 2021. 7 funds tracked by Wall St. Rank hold BYOB as of Q4 2023.

Concourse Financial Group Securities reported no remaining Tidal ETF Trust SoFi Be Your Own Boss ETF position as of Q4 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 437 Tidal ETF Trust SoFi Be Your Own Boss ETF shares in Q4 2023, an estimated $7.18K.
Concourse Financial Group Securities first reported a position in Tidal ETF Trust SoFi Be Your Own Boss ETF in Q4 2020 and held it in 12 quarters.
Concourse Financial Group Securities's Tidal ETF Trust SoFi Be Your Own Boss ETF position peaked at $24K in Q2 2021.
7 funds tracked by Wall St. Rank held Tidal ETF Trust SoFi Be Your Own Boss ETF as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.