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Heritage Oak Wealth Advisors’s GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF NVDL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio NVDL Stock Details NVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,500
Closed -$522K – 192
2024
Q2 		$522K Buy
+22,500
New +$377K 0.26% 52

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Heritage Oak Wealth Advisors's NVDL Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF (NVDL) in Q3 2024, closing a stake of 22,500 shares — an estimated $522K sold.

Heritage Oak Wealth Advisors first reported a position in NVDL in Q2 2024 and held it in 1 quarter. The position peaked at $522K in Q2 2024. 70 funds tracked by Wall St. Rank hold NVDL as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 22,500 GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF shares in Q3 2024, an estimated $522K.
  • Heritage Oak Wealth Advisors first reported a position in GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF position peaked at $522K in Q2 2024.
  • 70 funds tracked by Wall St. Rank held GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.