Cowen Prime Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cowen Prime Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-78	Closed	-$7K	–	171
2021 Q1	$7K	Sell	78 -40	-34%	-$3.38K	﹤0.01%	154
2020 Q4	$9K	Hold	118	–	–	﹤0.01%	151
2020 Q3	$7K	Buy	+118	New	+$7.46K	﹤0.01%	157
2020 Q2	–	Sell	-158	Closed	-$8K	–	195
2020 Q1	$8K	Hold	158	–	–	﹤0.01%	159
2019 Q4	$11K	Buy	+158	New	+$10.6K	0.01%	148

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cowen Prime Advisors's IVOO Position: Q2 2021 in Review

Cowen Prime Advisors sold out of Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q2 2021, closing a stake of 78 shares — an estimated $7K sold.

Cowen Prime Advisors first reported a position in IVOO in Q4 2019 and held it in 5 quarters. The position peaked at $11K in Q4 2019. 163 funds tracked by Wall St. Rank hold IVOO as of Q2 2021.

Cowen Prime Advisors reported no remaining Vanguard S&P Mid-Cap 400 ETF position as of Q2 2021 after selling out during the quarter.
Cowen Prime Advisors sold 78 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2021, an estimated $7K.
Cowen Prime Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2019 and held it in 5 quarters.
Cowen Prime Advisors's Vanguard S&P Mid-Cap 400 ETF position peaked at $11K in Q4 2019.
163 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2021.

Based on Cowen Prime Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.