Freedom Investment Management’s VanEck Durable High Dividend ETF DURA Stock Holding History

Freedom Investment Management’s Portfolio DURA Stock Details DURA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,377	Closed	-$266K	–	787
2024 Q2	$266K	Sell	8,377 -617	-7%	-$19.6K	0.02%	639
2024 Q1	$291K	Sell	8,994 -669	-7%	-$20.8K	0.02%	619
2023 Q4	$300K	Buy	9,663 +2,055	+27%	+$61.7K	0.02%	599
2023 Q3	$230K	Sell	7,608 -30,424	-80%	-$960K	0.03%	585
2023 Q2	$1.21M	Buy	38,032 +15,393	+68%	+$480K	0.14%	185
2023 Q1	$709K	Buy	22,639 +5,031	+29%	+$158K	0.08%	316
2022 Q4	$561K	Sell	17,608 -967	-5%	-$29.8K	0.06%	375
2022 Q3	$515K	Sell	18,575 -1,794	-9%	-$54.3K	0.06%	411
2022 Q2	$615K	Sell	20,369 -2,001	-9%	-$63.1K	0.07%	374
2022 Q1	$729K	Buy	22,370 +8,646	+63%	+$276K	0.07%	367
2021 Q4	$441K	Buy	13,724 +467	+4%	+$14.6K	0.03%	561
2021 Q3	$406K	Buy	13,257 +1,962	+17%	+$62K	0.03%	566
2021 Q2	$349K	Buy	11,295 +312	+3%	+$9.65K	0.03%	643
2021 Q1	$332K	Buy	+10,983	New	+$317K	0.03%	646

Other funds holding DURA

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PWP

Pursue Wealth Partners Clayton, California $167M AUM 29.09% 1-Year Est. Return

MFGM

Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Freedom Investment Management's DURA Position: Q3 2024 in Review

Freedom Investment Management sold out of VanEck Durable High Dividend ETF (DURA) in Q3 2024, closing a stake of 8,377 shares — an estimated $266K sold.

Freedom Investment Management first reported a position in DURA in Q1 2021 and held it in 14 quarters. The position peaked at $1.21M in Q2 2023. 25 funds tracked by Wall St. Rank hold DURA as of Q3 2024.

Freedom Investment Management reported no remaining VanEck Durable High Dividend ETF position as of Q3 2024 after selling out during the quarter.
Freedom Investment Management sold 8,377 VanEck Durable High Dividend ETF shares in Q3 2024, an estimated $266K.
Freedom Investment Management first reported a position in VanEck Durable High Dividend ETF in Q1 2021 and held it in 14 quarters.
Freedom Investment Management's VanEck Durable High Dividend ETF position peaked at $1.21M in Q2 2023.
25 funds tracked by Wall St. Rank held VanEck Durable High Dividend ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.