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Householder Group Estate & Retirement Specialist’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,622
Closed -$548K – 1045
2024
Q3 		$548K Buy
21,622
+12,960
+150% +$315K 0.16% 128
2024
Q2 		$201K Buy
8,662
+1,845
+27% +$42.9K 0.06% 248
2024
Q1 		$163K Buy
6,817
+867
+15% +$19.4K 0.05% 270
2023
Q4 		$128K Buy
5,950
+5,370
+926% +$111K 0.04% 296
2023
Q3 		$11.8K Buy
+580
New +$12.2K ﹤0.01% 749

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist sold out of Columbia Research Enhanced Value ETF (REVS) in Q4 2024, closing a stake of 21,622 shares — an estimated $548K sold.

Householder Group Estate & Retirement Specialist first reported a position in REVS in Q3 2023 and held it in 5 quarters. The position peaked at $548K in Q3 2024. 17 funds tracked by Wall St. Rank hold REVS as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Columbia Research Enhanced Value ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 21,622 Columbia Research Enhanced Value ETF shares in Q4 2024, an estimated $548K.
  • Householder Group Estate & Retirement Specialist first reported a position in Columbia Research Enhanced Value ETF in Q3 2023 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's Columbia Research Enhanced Value ETF position peaked at $548K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q4 2024.

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