Equitable Holdings’s Horizon Kinetics Medical ETF MEDX Stock Holding History

Equitable Holdings’s Portfolio MEDX Stock Details MEDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,157	Closed	-$364K	–	1056
2023 Q1	$364K	Buy	+12,157	New	+$364K	0.01%	739

Other funds holding MEDX

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Equitable Holdings's MEDX Position: Q2 2023 in Review

Equitable Holdings sold out of Horizon Kinetics Medical ETF (MEDX) in Q2 2023, closing a stake of 12,157 shares — an estimated $364K sold.

Equitable Holdings first reported a position in MEDX in Q1 2023 and held it in 1 quarter. The position peaked at $364K in Q1 2023. 4 funds tracked by Wall St. Rank hold MEDX as of Q2 2023.

Equitable Holdings reported no remaining Horizon Kinetics Medical ETF position as of Q2 2023 after selling out during the quarter.
Equitable Holdings sold 12,157 Horizon Kinetics Medical ETF shares in Q2 2023, an estimated $364K.
Equitable Holdings first reported a position in Horizon Kinetics Medical ETF in Q1 2023 and held it in 1 quarter.
Equitable Holdings's Horizon Kinetics Medical ETF position peaked at $364K in Q1 2023.
4 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q2 2023.

Based on Equitable Holdings's 13F filing for Q2 2023, filed 15 Aug 2023.