Envestnet Asset Management
LYFE

Envestnet Asset Management’s 2ndVote Life Neutral Plus ETF LYFE Stock Holding History

Envestnet Asset Management’s Portfolio LYFE Stock Details LYFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,792
Closed -$328K – 4207
2023
Q2 		$328K Hold
9,792
– – ﹤0.01% 3444
2023
Q1 		$308K Buy
9,792
+258
+3% +$7.92K ﹤0.01% 3430
2022
Q4 		$276K Buy
9,534
+96
+1% +$2.86K ﹤0.01% 3477
2022
Q3 		$258K Hold
9,438
– – ﹤0.01% 3451
2022
Q2 		$263K Buy
+9,438
New +$284K ﹤0.01% 3436

Other funds holding LYFE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Envestnet Asset Management's LYFE Position: Q3 2023 in Review

Envestnet Asset Management sold out of 2ndVote Life Neutral Plus ETF (LYFE) in Q3 2023, closing a stake of 9,792 shares — an estimated $328K sold.

Envestnet Asset Management first reported a position in LYFE in Q2 2022 and held it in 5 quarters. The position peaked at $328K in Q2 2023. 1 fund tracked by Wall St. Rank holds LYFE as of Q3 2023.

  • Envestnet Asset Management reported no remaining 2ndVote Life Neutral Plus ETF position as of Q3 2023 after selling out during the quarter.
  • Envestnet Asset Management sold 9,792 2ndVote Life Neutral Plus ETF shares in Q3 2023, an estimated $328K.
  • Envestnet Asset Management first reported a position in 2ndVote Life Neutral Plus ETF in Q2 2022 and held it in 5 quarters.
  • Envestnet Asset Management's 2ndVote Life Neutral Plus ETF position peaked at $328K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held 2ndVote Life Neutral Plus ETF as of Q3 2023.

Based on Envestnet Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.