Grand Wealth Management’s FormulaFolios Smart Growth ETF FFSG Stock Holding History

Grand Wealth Management’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
2022 Q1	–	Sell	-7,303	Closed	-$274K	–	61
2021 Q4	$274K	Buy	+7,303	New	+$270K	0.12%	30

Other funds holding FFSG

BCM

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 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

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

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

LFG

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

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

Grand Wealth Management sold out of FormulaFolios Smart Growth ETF (FFSG) in Q1 2022, closing a stake of 7,303 shares — an estimated $274K sold.

Grand Wealth Management first reported a position in FFSG in Q4 2021 and held it in 1 quarter. The position peaked at $274K in Q4 2021. 7 funds tracked by Wall St. Rank hold FFSG as of Q1 2022.

Grand Wealth Management reported no remaining FormulaFolios Smart Growth ETF position as of Q1 2022 after selling out during the quarter.
Grand Wealth Management sold 7,303 FormulaFolios Smart Growth ETF shares in Q1 2022, an estimated $274K.
Grand Wealth Management first reported a position in FormulaFolios Smart Growth ETF in Q4 2021 and held it in 1 quarter.
Grand Wealth Management's FormulaFolios Smart Growth ETF position peaked at $274K in Q4 2021.
7 funds tracked by Wall St. Rank held FormulaFolios Smart Growth ETF as of Q1 2022.

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