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Glassman Wealth Services’s CapForce IBD 50 ETF FFTY Stock Holding History

Glassman Wealth Services’s Portfolio FFTY Stock Details FFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-600
Closed -$20K – 1165
2019
Q1 		$20K Hold
600
– – 0.01% 354
2018
Q4 		$17K Hold
600
– – 0.01% 316
2018
Q3 		$23K Hold
600
– – 0.01% 309
2018
Q2 		$21K Hold
600
– – 0.01% 289
2018
Q1 		$20K Buy
+600
New +$20.4K 0.01% 283

Other funds holding FFTY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Glassman Wealth Services's FFTY Position: Q2 2019 in Review

Glassman Wealth Services sold out of CapForce IBD 50 ETF (FFTY) in Q2 2019, closing a stake of 600 shares — an estimated $20K sold.

Glassman Wealth Services first reported a position in FFTY in Q1 2018 and held it in 5 quarters. The position peaked at $23K in Q3 2018. 83 funds tracked by Wall St. Rank hold FFTY as of Q2 2019.

  • Glassman Wealth Services reported no remaining CapForce IBD 50 ETF position as of Q2 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 600 CapForce IBD 50 ETF shares in Q2 2019, an estimated $20K.
  • Glassman Wealth Services first reported a position in CapForce IBD 50 ETF in Q1 2018 and held it in 5 quarters.
  • Glassman Wealth Services's CapForce IBD 50 ETF position peaked at $23K in Q3 2018.
  • 83 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2019.

Based on Glassman Wealth Services's 13F filing for Q2 2019, filed 8 Aug 2019.