Guardian Capital (Canada)’s IQ Healthy Hearts ETF HART Stock Holding History

Guardian Capital (Canada)’s Portfolio HART Stock Details HART Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20,301	Closed	-$550K	–	156
2023 Q1	$550K	Buy	20,301 +7,208	+55%	+$193K	0.02%	143
2022 Q4	$349K	Buy	13,093 +4,373	+50%	+$113K	0.01%	153
2022 Q3	$209K	Buy	+8,720	New	+$230K	0.01%	170

Other funds holding HART

NYLIC

New York Life Insurance Company New York $527M AUM 17.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Guardian Capital (Canada)'s HART Position: Q2 2023 in Review

Guardian Capital (Canada) sold out of IQ Healthy Hearts ETF (HART) in Q2 2023, closing a stake of 20,301 shares — an estimated $550K sold.

Guardian Capital (Canada) first reported a position in HART in Q3 2022 and held it in 3 quarters. The position peaked at $550K in Q1 2023. 6 funds tracked by Wall St. Rank hold HART as of Q2 2023.

Guardian Capital (Canada) reported no remaining IQ Healthy Hearts ETF position as of Q2 2023 after selling out during the quarter.
Guardian Capital (Canada) sold 20,301 IQ Healthy Hearts ETF shares in Q2 2023, an estimated $550K.
Guardian Capital (Canada) first reported a position in IQ Healthy Hearts ETF in Q3 2022 and held it in 3 quarters.
Guardian Capital (Canada)'s IQ Healthy Hearts ETF position peaked at $550K in Q1 2023.
6 funds tracked by Wall St. Rank held IQ Healthy Hearts ETF as of Q2 2023.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2023, filed 14 Aug 2023.