FWM
UTRN

Filbrandt Wealth Management’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Filbrandt Wealth Management’s Portfolio UTRN Stock Details UTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-21
Closed -$1K – 369
2020
Q2 		$1K Buy
+21
New +$543 ﹤0.01% 352

Other funds holding UTRN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Filbrandt Wealth Management's UTRN Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) in Q3 2020, closing a stake of 21 shares — an estimated $1K sold.

Filbrandt Wealth Management first reported a position in UTRN in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 11 funds tracked by Wall St. Rank hold UTRN as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Vesper US Large Cap Short-Term Reversal Strategy ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 21 Vesper US Large Cap Short-Term Reversal Strategy ETF shares in Q3 2020, an estimated $1K.
  • Filbrandt Wealth Management first reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Vesper US Large Cap Short-Term Reversal Strategy ETF position peaked at $1K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Vesper US Large Cap Short-Term Reversal Strategy ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.