Cyndeo Wealth Partners’s iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN COW Stock Holding History

Cyndeo Wealth Partners’s Portfolio COW Stock Details COW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-149,849	Closed	-$6.05M	–	338
2022 Q4	$6.05M	Buy	+149,849	New	+$5.92M	0.71%	41

Other funds holding COW

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

CTA

Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Cyndeo Wealth Partners's COW Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN (COW) in Q1 2023, closing a stake of 149,849 shares — an estimated $6.05M sold.

Cyndeo Wealth Partners first reported a position in COW in Q4 2022 and held it in 1 quarter. The position peaked at $6.05M in Q4 2022. 6 funds tracked by Wall St. Rank hold COW as of Q1 2023.

Cyndeo Wealth Partners reported no remaining iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN position as of Q1 2023 after selling out during the quarter.
Cyndeo Wealth Partners sold 149,849 iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN shares in Q1 2023, an estimated $6.05M.
Cyndeo Wealth Partners first reported a position in iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN in Q4 2022 and held it in 1 quarter.
Cyndeo Wealth Partners's iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN position peaked at $6.05M in Q4 2022.
6 funds tracked by Wall St. Rank held iPath Series B Bloomberg Livestock Subindex Total ReturnSM ETN as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.