HHM Wealth Advisors’s CapForce IBD 50 ETF FFTY Stock Holding History

HHM Wealth Advisors’s Portfolio FFTY Stock Details FFTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-365	Closed	-$8.17K	–	767
2023 Q3	$8.17K	Hold	365	–	–	﹤0.01%	540
2023 Q2	$9.34K	Hold	365	–	–	﹤0.01%	549
2023 Q1	$8.63K	Hold	365	–	–	﹤0.01%	548
2022 Q4	$7.96K	Hold	365	–	–	﹤0.01%	478
2022 Q3	$9K	Hold	365	–	–	﹤0.01%	451
2022 Q2	$10K	Hold	365	–	–	﹤0.01%	534
2022 Q1	$14K	Hold	365	–	–	﹤0.01%	497
2021 Q4	$17K	Hold	365	–	–	﹤0.01%	449
2021 Q3	$17K	Hold	365	–	–	﹤0.01%	425
2021 Q2	$17K	Hold	365	–	–	﹤0.01%	416
2021 Q1	$16K	Hold	365	–	–	﹤0.01%	402
2020 Q4	$15K	Hold	365	–	–	0.01%	384
2020 Q3	$14K	Hold	365	–	–	0.01%	353
2020 Q2	$13K	Buy	+365	New	+$11.3K	0.01%	347

Other funds holding FFTY

IPW

IronBridge Private Wealth Austin, Texas $310M AUM 41.13% 1-Year Est. Return

LWM

LJI Wealth Management Indianapolis, Indiana $626M AUM 17.68% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $167M AUM 38.06% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

HHM Wealth Advisors's FFTY Position: Q4 2023 in Review

HHM Wealth Advisors sold out of CapForce IBD 50 ETF (FFTY) in Q4 2023, closing a stake of 365 shares — an estimated $8.17K sold.

HHM Wealth Advisors first reported a position in FFTY in Q2 2020 and held it in 14 quarters. The position peaked at $17K in Q4 2021. 40 funds tracked by Wall St. Rank hold FFTY as of Q4 2023.

HHM Wealth Advisors reported no remaining CapForce IBD 50 ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 365 CapForce IBD 50 ETF shares in Q4 2023, an estimated $8.17K.
HHM Wealth Advisors first reported a position in CapForce IBD 50 ETF in Q2 2020 and held it in 14 quarters.
HHM Wealth Advisors's CapForce IBD 50 ETF position peaked at $17K in Q4 2021.
40 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.