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Freedom Wealth Alliance’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Freedom Wealth Alliance’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$123K Hold
10,200
– – 0.2% 41
2023
Q2 		$123K Hold
10,200
– – 0.17% 63
2023
Q1 		$120K Hold
10,200
– – 0.18% 62
2022
Q4 		$122K Buy
+10,200
New +$124K 0.17% 80

Other funds holding HIPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Freedom Wealth Alliance's HIPS Position: Q3 2023 in Review

Freedom Wealth Alliance held its GraniteShares HIPS US High Income ETF (HIPS) position steady in Q3 2023 at 10,200 shares worth $123K. The position accounts for 0.2% of the portfolio, ranked #41.

Freedom Wealth Alliance first reported a position in HIPS in Q4 2022 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold HIPS as of Q3 2023.

  • Freedom Wealth Alliance held 10,200 shares of GraniteShares HIPS US High Income ETF worth $123K as of Q3 2023.
  • Freedom Wealth Alliance left its GraniteShares HIPS US High Income ETF share count unchanged in Q3 2023.
  • GraniteShares HIPS US High Income ETF made up 0.2% of Freedom Wealth Alliance's portfolio in Q3 2023, its #41 holding.
  • Freedom Wealth Alliance first reported a position in GraniteShares HIPS US High Income ETF in Q4 2022 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.