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Householder Group Estate & Retirement Specialist’s Relative Sentiment Tactical Allocation ETF MOOD Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio MOOD Stock Details MOOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39
Closed -$1K – 942
2024
Q3 		$1K Buy
+39
New +$1.15K ﹤0.01% 1109

Other funds holding MOOD

EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MOOD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Relative Sentiment Tactical Allocation ETF (MOOD) in Q4 2024, closing a stake of 39 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in MOOD in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 5 funds tracked by Wall St. Rank hold MOOD as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Relative Sentiment Tactical Allocation ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 39 Relative Sentiment Tactical Allocation ETF shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Relative Sentiment Tactical Allocation ETF in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Relative Sentiment Tactical Allocation ETF position peaked at $1K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Relative Sentiment Tactical Allocation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.