Harbour Investments’s The Active Dividend Stock ETF TADS Stock Holding History

Harbour Investments’s Portfolio TADS Stock Details TADS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-670	Closed	-$20K	–	4129
2021 Q2	$20K	Hold	670	–	–	﹤0.01%	2363
2021 Q1	$19K	Buy	+670	New	+$18.1K	﹤0.01%	2257

Other funds holding TADS

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Harbour Investments's TADS Position: Q3 2021 in Review

Harbour Investments sold out of The Active Dividend Stock ETF (TADS) in Q3 2021, closing a stake of 670 shares — an estimated $20K sold.

Harbour Investments first reported a position in TADS in Q1 2021 and held it in 2 quarters. The position peaked at $20K in Q2 2021. 3 funds tracked by Wall St. Rank hold TADS as of Q3 2021.

Harbour Investments reported no remaining The Active Dividend Stock ETF position as of Q3 2021 after selling out during the quarter.
Harbour Investments sold 670 The Active Dividend Stock ETF shares in Q3 2021, an estimated $20K.
Harbour Investments first reported a position in The Active Dividend Stock ETF in Q1 2021 and held it in 2 quarters.
Harbour Investments's The Active Dividend Stock ETF position peaked at $20K in Q2 2021.
3 funds tracked by Wall St. Rank held The Active Dividend Stock ETF as of Q3 2021.

Based on Harbour Investments's 13F filing for Q3 2021, filed 15 Nov 2021.