Farther Finance Advisors’s ASYMmetric Smart S&P 500 ETF ASPY Stock Holding History

Farther Finance Advisors’s Portfolio ASPY Stock Details ASPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40	Closed	-$1.02K	–	3646
2023 Q3	$1.02K	Hold	40	–	–	﹤0.01%	2076
2023 Q2	$1.05K	Buy	40 +20	+100%	+$518	﹤0.01%	1963
2023 Q1	$523	Buy	+20	New	+$523	﹤0.01%	1995

Other funds holding ASPY

EWP

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Farther Finance Advisors's ASPY Position: Q4 2023 in Review

Farther Finance Advisors sold out of ASYMmetric Smart S&P 500 ETF (ASPY) in Q4 2023, closing a stake of 40 shares — an estimated $1.02K sold.

Farther Finance Advisors first reported a position in ASPY in Q1 2023 and held it in 3 quarters. The position peaked at $1.05K in Q2 2023. 1 fund tracked by Wall St. Rank holds ASPY as of Q4 2023.

Farther Finance Advisors reported no remaining ASYMmetric Smart S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Farther Finance Advisors sold 40 ASYMmetric Smart S&P 500 ETF shares in Q4 2023, an estimated $1.02K.
Farther Finance Advisors first reported a position in ASYMmetric Smart S&P 500 ETF in Q1 2023 and held it in 3 quarters.
Farther Finance Advisors's ASYMmetric Smart S&P 500 ETF position peaked at $1.05K in Q2 2023.
1 fund tracked by Wall St. Rank held ASYMmetric Smart S&P 500 ETF as of Q4 2023.

Based on Farther Finance Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.