Gradient Investments’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Gradient Investments’s Portfolio FFHG Stock Details FFHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,454	Closed	-$79.2K	–	1908
2023 Q1	$79.2K	Buy	+2,454	New	+$79.2K	﹤0.01%	417
2022 Q4	–	Sell	-310	Closed	-$9K	–	1692
2022 Q3	$9K	Buy	+310	New	+$10K	﹤0.01%	834
2022 Q2	–	Sell	-99	Closed	-$3K	–	1430
2022 Q1	$3K	Buy	+99	New	+$3.45K	﹤0.01%	1006
2021 Q3	–	Sell	-441	Closed	-$16K	–	1283
2021 Q2	$16K	Buy	+441	New	+$15.5K	﹤0.01%	678
2021 Q1	–	Sell	-311	Closed	-$8K	–	1326
2020 Q4	$8K	Hold	311	–	–	﹤0.01%	748
2020 Q3	$8K	Buy	+311	New	+$7.68K	﹤0.01%	754
2018 Q3	–	Sell	-305	Closed	-$9K	–	1090
2018 Q2	$9K	Buy	+305	New	+$8.52K	﹤0.01%	639
2018 Q1	–	Sell	-223	Closed	-$6K	–	1203
2017 Q4	$6K	Buy	+223	New	+$5.98K	﹤0.01%	677

Other funds holding FFHG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Gradient Investments's FFHG Position: Q2 2023 in Review

Gradient Investments sold out of Formula Folios Hedged Growth ETF (FFHG) in Q2 2023, closing a stake of 2,454 shares — an estimated $79.2K sold.

Gradient Investments first reported a position in FFHG in Q4 2017 and held it in 8 quarters. The position peaked at $79.2K in Q1 2023. 11 funds tracked by Wall St. Rank hold FFHG as of Q2 2023.

Gradient Investments reported no remaining Formula Folios Hedged Growth ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 2,454 Formula Folios Hedged Growth ETF shares in Q2 2023, an estimated $79.2K.
Gradient Investments first reported a position in Formula Folios Hedged Growth ETF in Q4 2017 and held it in 8 quarters.
Gradient Investments's Formula Folios Hedged Growth ETF position peaked at $79.2K in Q1 2023.
11 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.