HighTower Advisors’s Opportunistic Trader ETF WZRD Stock Holding History

HighTower Advisors’s Portfolio WZRD Stock Details WZRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-202,518	Closed	-$4.46M	–	3984
2025 Q4	$4.46M	Buy	202,518 +2,518	+1%	+$61.7K	﹤0.01%	1225
2025 Q3	$4.69M	Hold	200,000	–	–	0.01%	1158
2025 Q2	$5.02M	Buy	+200,000	New	+$5.01M	0.01%	1087

Other funds holding WZRD

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

HighTower Advisors's WZRD Position: Q1 2026 in Review

HighTower Advisors sold out of Opportunistic Trader ETF (WZRD) in Q1 2026, closing a stake of 202,518 shares — an estimated $4.46M sold.

HighTower Advisors first reported a position in WZRD in Q2 2025 and held it in 3 quarters. The position peaked at $5.02M in Q2 2025. 3 funds tracked by Wall St. Rank hold WZRD as of Q1 2026.

HighTower Advisors reported no remaining Opportunistic Trader ETF position as of Q1 2026 after selling out during the quarter.
HighTower Advisors sold 202,518 Opportunistic Trader ETF shares in Q1 2026, an estimated $4.46M.
HighTower Advisors first reported a position in Opportunistic Trader ETF in Q2 2025 and held it in 3 quarters.
HighTower Advisors's Opportunistic Trader ETF position peaked at $5.02M in Q2 2025.
3 funds tracked by Wall St. Rank held Opportunistic Trader ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.