GWM
FFTI

Geneos Wealth Management’s FormulaFolios Tactical Income ETF FFTI Stock Holding History

Geneos Wealth Management’s Portfolio FFTI Stock Details FFTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-99
Closed -$2K – 2844
2022
Q1 		$2K Buy
+99
New +$2.27K ﹤0.01% 2596

Other funds holding FFTI

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Geneos Wealth Management's FFTI Position: Q2 2022 in Review

Geneos Wealth Management sold out of FormulaFolios Tactical Income ETF (FFTI) in Q2 2022, closing a stake of 99 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in FFTI in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 14 funds tracked by Wall St. Rank hold FFTI as of Q2 2022.

  • Geneos Wealth Management reported no remaining FormulaFolios Tactical Income ETF position as of Q2 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 99 FormulaFolios Tactical Income ETF shares in Q2 2022, an estimated $2K.
  • Geneos Wealth Management first reported a position in FormulaFolios Tactical Income ETF in Q1 2022 and held it in 1 quarter.
  • Geneos Wealth Management's FormulaFolios Tactical Income ETF position peaked at $2K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held FormulaFolios Tactical Income ETF as of Q2 2022.

Based on Geneos Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.