GWM
FFHG

Grand Wealth Management’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Grand Wealth Management’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
2022
Q1 		– Sell
-1,249
Closed -$47K – 62
2021
Q4 		$47K Buy
+1,249
New +$45.9K 0.02% 46

Other funds holding FFHG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Grand Wealth Management's FFHG Position: Q1 2022 in Review

Grand Wealth Management sold out of Formula Folios Hedged Growth ETF (FFHG) in Q1 2022, closing a stake of 1,249 shares — an estimated $47K sold.

Grand Wealth Management first reported a position in FFHG in Q4 2021 and held it in 1 quarter. The position peaked at $47K in Q4 2021. 10 funds tracked by Wall St. Rank hold FFHG as of Q1 2022.

  • Grand Wealth Management reported no remaining Formula Folios Hedged Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Grand Wealth Management sold 1,249 Formula Folios Hedged Growth ETF shares in Q1 2022, an estimated $47K.
  • Grand Wealth Management first reported a position in Formula Folios Hedged Growth ETF in Q4 2021 and held it in 1 quarter.
  • Grand Wealth Management's Formula Folios Hedged Growth ETF position peaked at $47K in Q4 2021.
  • 10 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q1 2022.

Based on Grand Wealth Management's 13F filing for Q1 2022, filed 25 Aug 2022.