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Horizon Financial Services’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

Horizon Financial Services’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-84
Closed -$8K – 128
2020
Q4 		$8K Hold
84
– – 0.01% 58
2020
Q3 		$8K Buy
+84
New +$8K 0.01% 60

Other funds holding GLTR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCFCSB
Cape Cod Five Cents Savings Bank Orleans, Massachusetts $1.09B AUM 13.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $419M AUM 22.45% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

Horizon Financial Services's GLTR Position: Q1 2021 in Review

Horizon Financial Services sold out of abrdn Physical Precious Metals Basket Shares ETF (GLTR) in Q1 2021, closing a stake of 84 shares — an estimated $8K sold.

Horizon Financial Services first reported a position in GLTR in Q3 2020 and held it in 2 quarters. The position peaked at $8K in Q4 2020. 98 funds tracked by Wall St. Rank hold GLTR as of Q1 2021.

  • Horizon Financial Services reported no remaining abrdn Physical Precious Metals Basket Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Horizon Financial Services sold 84 abrdn Physical Precious Metals Basket Shares ETF shares in Q1 2021, an estimated $8K.
  • Horizon Financial Services first reported a position in abrdn Physical Precious Metals Basket Shares ETF in Q3 2020 and held it in 2 quarters.
  • Horizon Financial Services's abrdn Physical Precious Metals Basket Shares ETF position peaked at $8K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held abrdn Physical Precious Metals Basket Shares ETF as of Q1 2021.

Based on Horizon Financial Services's 13F filing for Q1 2021, filed 21 Apr 2021.