HWM
ALFA

Howard Wealth Management’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

Howard Wealth Management’s Portfolio ALFA Stock Details ALFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$5K – 552
2019
Q4 		$5K Buy
+100
New +$5.66K ﹤0.01% 411

Other funds holding ALFA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM

Howard Wealth Management's ALFA Position: Q1 2020 in Review

Howard Wealth Management sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Howard Wealth Management first reported a position in ALFA in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 13 funds tracked by Wall St. Rank hold ALFA as of Q1 2020.

  • Howard Wealth Management reported no remaining AlphaClone Alternative Alpha ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 100 AlphaClone Alternative Alpha ETF shares in Q1 2020, an estimated $5K.
  • Howard Wealth Management first reported a position in AlphaClone Alternative Alpha ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's AlphaClone Alternative Alpha ETF position peaked at $5K in Q4 2019.
  • 13 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.