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GeoWealth Management’s AdvisorShares STAR Global Buy-Write ETF VEGA Stock Holding History

GeoWealth Management’s Portfolio VEGA Stock Details VEGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-62
Closed -$2.66K – 1763
2024
Q4 		$2.66K Buy
+62
New +$2.73K ﹤0.01% 1620

Other funds holding VEGA

CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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
PSFG
Park Square Financial Group Roswell, Georgia $13.2M AUM 23.63% 1-Year Est. Return

GeoWealth Management's VEGA Position: Q1 2025 in Review

GeoWealth Management sold out of AdvisorShares STAR Global Buy-Write ETF (VEGA) in Q1 2025, closing a stake of 62 shares — an estimated $2.66K sold.

GeoWealth Management first reported a position in VEGA in Q4 2024 and held it in 1 quarter. The position peaked at $2.66K in Q4 2024. 7 funds tracked by Wall St. Rank hold VEGA as of Q1 2025.

  • GeoWealth Management reported no remaining AdvisorShares STAR Global Buy-Write ETF position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 62 AdvisorShares STAR Global Buy-Write ETF shares in Q1 2025, an estimated $2.66K.
  • GeoWealth Management first reported a position in AdvisorShares STAR Global Buy-Write ETF in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's AdvisorShares STAR Global Buy-Write ETF position peaked at $2.66K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held AdvisorShares STAR Global Buy-Write ETF as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.