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Gallagher Fiduciary Advisors’s STF Tactical Growth ETF TUG Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio TUG Stock Details TUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-19,215
Closed -$532K – 214
2023
Q2 		$532K Buy
+19,215
New +$496K 0.04% 121

Other funds holding TUG

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SGI
Summit Global Investments Bountiful, Utah $1.69B AUM 12.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Gallagher Fiduciary Advisors's TUG Position: Q3 2023 in Review

Gallagher Fiduciary Advisors sold out of STF Tactical Growth ETF (TUG) in Q3 2023, closing a stake of 19,215 shares — an estimated $532K sold.

Gallagher Fiduciary Advisors first reported a position in TUG in Q2 2023 and held it in 1 quarter. The position peaked at $532K in Q2 2023. 8 funds tracked by Wall St. Rank hold TUG as of Q3 2023.

  • Gallagher Fiduciary Advisors reported no remaining STF Tactical Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 19,215 STF Tactical Growth ETF shares in Q3 2023, an estimated $532K.
  • Gallagher Fiduciary Advisors first reported a position in STF Tactical Growth ETF in Q2 2023 and held it in 1 quarter.
  • Gallagher Fiduciary Advisors's STF Tactical Growth ETF position peaked at $532K in Q2 2023.
  • 8 funds tracked by Wall St. Rank held STF Tactical Growth ETF as of Q3 2023.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.