Financial Gravity Asset Management’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Financial Gravity Asset Management’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-60	Closed	-$3K	–	1832
2019 Q1	$3K	Buy	+60	New	+$3.01K	﹤0.01%	891
2018 Q3	$3K	Sell	60 -39,456	-100%	-$1.97M	﹤0.01%	899
2018 Q2	$1.97M	Buy	39,516 +5,900	+18%	+$295K	1.85%	9
2018 Q1	$1.68M	Buy	+33,616	New	+$1.68M	1.72%	9

Other funds holding TUZ

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Asset Management's TUZ Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q2 2019, closing a stake of 60 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in TUZ in Q1 2018 and held it in 4 quarters. The position peaked at $1.97M in Q2 2018. 24 funds tracked by Wall St. Rank hold TUZ as of Q2 2019.

Financial Gravity Asset Management reported no remaining PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 60 PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund shares in Q2 2019, an estimated $3K.
Financial Gravity Asset Management first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $1.97M in Q2 2018.
24 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.