Endurance Wealth Management’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

Endurance Wealth Management’s Portfolio EPHYU Stock Details EPHYU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-900	Closed	-$9K	–	669
2022 Q3	$9K	Hold	900	–	–	﹤0.01%	483
2022 Q2	$9K	Hold	900	–	–	﹤0.01%	496
2022 Q1	$9K	Hold	900	–	–	﹤0.01%	527
2021 Q4	$9K	Hold	900	–	–	﹤0.01%	520
2021 Q3	$9K	Hold	900	–	–	﹤0.01%	539
2021 Q2	$9K	Hold	900	–	–	﹤0.01%	532
2021 Q1	$9K	Buy	+900	New	+$9.46K	﹤0.01%	541

Other funds holding EPHYU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

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

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

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

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Endurance Wealth Management's EPHYU Position: Q4 2022 in Review

Endurance Wealth Management sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q4 2022, closing a stake of 900 shares — an estimated $9K sold.

Endurance Wealth Management first reported a position in EPHYU in Q1 2021 and held it in 7 quarters. The position peaked at $9K in Q3 2022. 8 funds tracked by Wall St. Rank hold EPHYU as of Q4 2022.

Endurance Wealth Management reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
Endurance Wealth Management sold 900 Epiphany Technology Acquisition Corp. Unit shares in Q4 2022, an estimated $9K.
Endurance Wealth Management first reported a position in Epiphany Technology Acquisition Corp. Unit in Q1 2021 and held it in 7 quarters.
Endurance Wealth Management's Epiphany Technology Acquisition Corp. Unit position peaked at $9K in Q3 2022.
8 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q4 2022.

Based on Endurance Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.