EWM
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Executive Wealth Management’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Executive Wealth Management’s Portfolio DEEP Stock Details DEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-800
Closed -$25K – 291
2019
Q2 		$25K Buy
+800
New +$25.1K ﹤0.01% 435

Other funds holding DEEP

TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Executive Wealth Management's DEEP Position: Q3 2019 in Review

Executive Wealth Management sold out of Acquirers Small and Micro Deep Value ETF (DEEP) in Q3 2019, closing a stake of 800 shares — an estimated $25K sold.

Executive Wealth Management first reported a position in DEEP in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 19 funds tracked by Wall St. Rank hold DEEP as of Q3 2019.

  • Executive Wealth Management reported no remaining Acquirers Small and Micro Deep Value ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 800 Acquirers Small and Micro Deep Value ETF shares in Q3 2019, an estimated $25K.
  • Executive Wealth Management first reported a position in Acquirers Small and Micro Deep Value ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Acquirers Small and Micro Deep Value ETF position peaked at $25K in Q2 2019.
  • 19 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.