Gradient Investments’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

Gradient Investments’s Portfolio FFSG Stock Details FFSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-722	Closed	-$22.7K	–	1907
2023 Q1	$22.7K	Buy	+722	New	+$22.8K	﹤0.01%	653
2022 Q4	–	Sell	-629	Closed	-$19K	–	1691
2022 Q3	$19K	Buy	+629	New	+$20.2K	﹤0.01%	683
2021 Q3	–	Sell	-140	Closed	-$5K	–	1282
2021 Q2	$5K	Buy	+140	New	+$4.98K	﹤0.01%	894
2021 Q1	–	Sell	-243	Closed	-$6K	–	1325
2020 Q4	$6K	Hold	243	–	–	﹤0.01%	795
2020 Q3	$6K	Buy	+243	New	+$6.49K	﹤0.01%	801

Other funds holding FFSG

BCM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's FFSG Position: Q2 2023 in Review

Gradient Investments sold out of FormulaFolios Smart Growth ETF (FFSG) in Q2 2023, closing a stake of 722 shares — an estimated $22.7K sold.

Gradient Investments first reported a position in FFSG in Q3 2020 and held it in 5 quarters. The position peaked at $22.7K in Q1 2023. 6 funds tracked by Wall St. Rank hold FFSG as of Q2 2023.

Gradient Investments reported no remaining FormulaFolios Smart Growth ETF position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 722 FormulaFolios Smart Growth ETF shares in Q2 2023, an estimated $22.7K.
Gradient Investments first reported a position in FormulaFolios Smart Growth ETF in Q3 2020 and held it in 5 quarters.
Gradient Investments's FormulaFolios Smart Growth ETF position peaked at $22.7K in Q1 2023.
6 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q2 2023.

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