Envestnet Asset Management’s Beacon Tactical Risk ETF BTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
47,195
-13,999
| -23% | -$334K | ﹤0.01% | 3215 |
|
|
2025
Q1 | $1.59M | Buy |
61,194
+487
| +0.8% | +$12.6K | ﹤0.01% | 2885 |
|
|
2024
Q4 | $1.59M | Buy |
60,707
+1,327
| +2% | +$34.8K | ﹤0.01% | 2835 |
|
|
2024
Q3 | $1.58M | Buy |
59,380
+2,163
| +4% | +$57.7K | ﹤0.01% | 2830 |
|
|
2024
Q2 | $1.41M | Buy |
57,217
+5,612
| +11% | +$138K | ﹤0.01% | 2804 |
|
|
2024
Q1 | $1.27M | Buy |
51,605
+3,278
| +7% | +$80.9K | ﹤0.01% | 2865 |
|
|
2023
Q4 | $1.12M | Buy |
48,327
+704
| +1% | +$16.3K | ﹤0.01% | 2861 |
|
|
2023
Q3 | $1.13M | Buy |
+47,623
| New | +$1.13M | ﹤0.01% | 2726 |
|