Envestnet Asset Management
ULTR

Envestnet Asset Management’s IQ Ultra Short Duration ETF ULTR Stock Holding History

Envestnet Asset Management’s Portfolio ULTR Stock Details ULTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,475
Closed -$212K – 4102
2022
Q3 		$212K Buy
+4,475
New +$212K ﹤0.01% 3547

Other funds holding ULTR

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Envestnet Asset Management's ULTR Position: Q4 2022 in Review

Envestnet Asset Management sold out of IQ Ultra Short Duration ETF (ULTR) in Q4 2022, closing a stake of 4,475 shares — an estimated $212K sold.

Envestnet Asset Management first reported a position in ULTR in Q3 2022 and held it in 1 quarter. The position peaked at $212K in Q3 2022. 14 funds tracked by Wall St. Rank hold ULTR as of Q4 2022.

  • Envestnet Asset Management reported no remaining IQ Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Envestnet Asset Management sold 4,475 IQ Ultra Short Duration ETF shares in Q4 2022, an estimated $212K.
  • Envestnet Asset Management first reported a position in IQ Ultra Short Duration ETF in Q3 2022 and held it in 1 quarter.
  • Envestnet Asset Management's IQ Ultra Short Duration ETF position peaked at $212K in Q3 2022.
  • 14 funds tracked by Wall St. Rank held IQ Ultra Short Duration ETF as of Q4 2022.

Based on Envestnet Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.