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Financial Architects (New Jersey)’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Financial Architects (New Jersey)’s Portfolio IZRL Stock Details IZRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$20K – 1415
2018
Q1 		$20K Buy
+1,000
New +$20.9K ﹤0.01% 880

Other funds holding IZRL

CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Financial Architects (New Jersey)'s IZRL Position: Q2 2018 in Review

Financial Architects (New Jersey) sold out of ARK Israel Innovative Technology ETF (IZRL) in Q2 2018, closing a stake of 1,000 shares — an estimated $20K sold.

Financial Architects (New Jersey) first reported a position in IZRL in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 18 funds tracked by Wall St. Rank hold IZRL as of Q2 2018.

  • Financial Architects (New Jersey) reported no remaining ARK Israel Innovative Technology ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,000 ARK Israel Innovative Technology ETF shares in Q2 2018, an estimated $20K.
  • Financial Architects (New Jersey) first reported a position in ARK Israel Innovative Technology ETF in Q1 2018 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s ARK Israel Innovative Technology ETF position peaked at $20K in Q1 2018.
  • 18 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q2 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2018, filed 3 Aug 2018.