HI
DMRL

Harbour Investments’s DeltaShares S&P 500 Managed Risk ETF DMRL Stock Holding History

Harbour Investments’s Portfolio DMRL Stock Details DMRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$7K – 3990
2021
Q3 		$7K Hold
100
– – ﹤0.01% 2873
2021
Q2 		$7K Hold
100
– – ﹤0.01% 2952
2021
Q1 		$7K Buy
+100
New +$6.57K ﹤0.01% 2809

Other funds holding DMRL

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
MA
MONECO Advisors Fairfield, Connecticut $1.29B AUM 18.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Harbour Investments's DMRL Position: Q4 2021 in Review

Harbour Investments sold out of DeltaShares S&P 500 Managed Risk ETF (DMRL) in Q4 2021, closing a stake of 100 shares — an estimated $7K sold.

Harbour Investments first reported a position in DMRL in Q1 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 16 funds tracked by Wall St. Rank hold DMRL as of Q4 2021.

  • Harbour Investments reported no remaining DeltaShares S&P 500 Managed Risk ETF position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 100 DeltaShares S&P 500 Managed Risk ETF shares in Q4 2021, an estimated $7K.
  • Harbour Investments first reported a position in DeltaShares S&P 500 Managed Risk ETF in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's DeltaShares S&P 500 Managed Risk ETF position peaked at $7K in Q3 2021.
  • 16 funds tracked by Wall St. Rank held DeltaShares S&P 500 Managed Risk ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.