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Great Valley Advisor Group’s CapForce IBD 50 ETF FFTY Stock Holding History

Great Valley Advisor Group’s Portfolio FFTY Stock Details FFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-51,222
Closed -$1.42M – 837
2024
Q2 		$1.42M Buy
+51,222
New +$1.4M 0.04% 321

Other funds holding FFTY

IPW
IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CL
COWA LLC Tulsa, Oklahoma $371M AUM 22.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Great Valley Advisor Group's FFTY Position: Q3 2024 in Review

Great Valley Advisor Group sold out of CapForce IBD 50 ETF (FFTY) in Q3 2024, closing a stake of 51,222 shares — an estimated $1.42M sold.

Great Valley Advisor Group first reported a position in FFTY in Q2 2024 and held it in 1 quarter. The position peaked at $1.42M in Q2 2024. 29 funds tracked by Wall St. Rank hold FFTY as of Q3 2024.

  • Great Valley Advisor Group reported no remaining CapForce IBD 50 ETF position as of Q3 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 51,222 CapForce IBD 50 ETF shares in Q3 2024, an estimated $1.42M.
  • Great Valley Advisor Group first reported a position in CapForce IBD 50 ETF in Q2 2024 and held it in 1 quarter.
  • Great Valley Advisor Group's CapForce IBD 50 ETF position peaked at $1.42M in Q2 2024.
  • 29 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q3 2024.

Based on Great Valley Advisor Group's 13F filing for Q3 2024, filed 12 Nov 2024.