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Harel Insurance Investments & Financial Services’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-667
Closed -$81K – 676
2023
Q3 		$81K Sell
667
-13,833
-95% -$1.49M ﹤0.01% 398
2023
Q2 		$1.59M Buy
14,500
+1,300
+10% +$158K 0.04% 117
2023
Q1 		$1.66M Buy
+13,200
New +$1.72M 0.03% 139
2022
Q3 		– Sell
-8,033
Closed -$1.55M – 753
2022
Q2 		$1.55M Buy
+8,033
New +$1.46M 0.03% 146

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SARK Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q4 2023, closing a stake of 667 shares — an estimated $81K sold.

Harel Insurance Investments & Financial Services first reported a position in SARK in Q2 2022 and held it in 4 quarters. The position peaked at $1.66M in Q1 2023. 34 funds tracked by Wall St. Rank hold SARK as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 667 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q4 2023, an estimated $81K.
  • Harel Insurance Investments & Financial Services first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q2 2022 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $1.66M in Q1 2023.
  • 34 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.