HighTower Advisors
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HighTower Advisors’s Breakwave Dry Bulk Shipping ETF BDRY Stock Holding History

HighTower Advisors’s Portfolio BDRY Stock Details BDRY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-75
Closed -$1.13K – 3582
2023
Q2 		$1.13K Buy
+75
New +$569 ﹤0.01% 3379

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JP Morgan Chase
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Group One Trading
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FDCDDQ
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors's BDRY Position: Q4 2024 in Review

HighTower Advisors sold out of Breakwave Dry Bulk Shipping ETF (BDRY) in Q4 2024, closing a stake of 12,000 shares — an estimated $127K sold.

HighTower Advisors first reported a position in BDRY in Q1 2023 and held it in 7 quarters. The position peaked at $694K in Q4 2023. 13 funds tracked by Wall St. Rank hold BDRY as of Q4 2024.

  • HighTower Advisors reported no remaining Breakwave Dry Bulk Shipping ETF position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 12,000 Breakwave Dry Bulk Shipping ETF shares in Q4 2024, an estimated $127K.
  • HighTower Advisors first reported a position in Breakwave Dry Bulk Shipping ETF in Q1 2023 and held it in 7 quarters.
  • HighTower Advisors's Breakwave Dry Bulk Shipping ETF position peaked at $694K in Q4 2023.
  • 13 funds tracked by Wall St. Rank held Breakwave Dry Bulk Shipping ETF as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.