Goldstone Financial Group’s Elevation Series Trust TrueShares Active Yield ETF ERNZ Stock Holding History

Goldstone Financial Group’s Portfolio ERNZ Stock Details ERNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-8,782	Closed	-$218K	–	204
2024 Q2	$218K	Buy	+8,782	New	+$220K	0.04%	169

Other funds holding ERNZ

SWP

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldstone Financial Group's ERNZ Position: Q3 2024 in Review

Goldstone Financial Group sold out of Elevation Series Trust TrueShares Active Yield ETF (ERNZ) in Q3 2024, closing a stake of 8,782 shares — an estimated $218K sold.

Goldstone Financial Group first reported a position in ERNZ in Q2 2024 and held it in 1 quarter. The position peaked at $218K in Q2 2024. 3 funds tracked by Wall St. Rank hold ERNZ as of Q3 2024.

Goldstone Financial Group reported no remaining Elevation Series Trust TrueShares Active Yield ETF position as of Q3 2024 after selling out during the quarter.
Goldstone Financial Group sold 8,782 Elevation Series Trust TrueShares Active Yield ETF shares in Q3 2024, an estimated $218K.
Goldstone Financial Group first reported a position in Elevation Series Trust TrueShares Active Yield ETF in Q2 2024 and held it in 1 quarter.
Goldstone Financial Group's Elevation Series Trust TrueShares Active Yield ETF position peaked at $218K in Q2 2024.
3 funds tracked by Wall St. Rank held Elevation Series Trust TrueShares Active Yield ETF as of Q3 2024.

Based on Goldstone Financial Group's 13F filing for Q3 2024, filed 28 Oct 2024.