HRT Financial’s Epiphany Technology Acquisition Corp. Unit EPHYU Stock Holding History

HRT Financial’s Portfolio EPHYU Stock Details EPHYU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-99,813	Closed	-$986K	–	3592
2022 Q3	$986K	Hold	99,813	–	–	0.01%	941
2022 Q2	$983K	Hold	99,813	–	–	0.01%	962
2022 Q1	$991K	Hold	99,813	–	–	0.01%	1052
2021 Q4	$989K	Hold	99,813	–	–	0.01%	1158
2021 Q3	$1M	Sell	99,813 -647	-0.6%	-$6.48K	0.01%	1300
2021 Q2	$1.01M	Buy	100,460 +1,201	+1%	+$12.1K	0.01%	1081
2021 Q1	$995K	Buy	+99,259	New	+$1.04M	0.01%	1167

Other funds holding EPHYU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

HRT Financial's EPHYU Position: Q4 2022 in Review

HRT Financial sold out of Epiphany Technology Acquisition Corp. Unit (EPHYU) in Q4 2022, closing a stake of 99,813 shares — an estimated $986K sold.

HRT Financial first reported a position in EPHYU in Q1 2021 and held it in 7 quarters. The position peaked at $1.01M in Q2 2021. 8 funds tracked by Wall St. Rank hold EPHYU as of Q4 2022.

HRT Financial reported no remaining Epiphany Technology Acquisition Corp. Unit position as of Q4 2022 after selling out during the quarter.
HRT Financial sold 99,813 Epiphany Technology Acquisition Corp. Unit shares in Q4 2022, an estimated $986K.
HRT Financial first reported a position in Epiphany Technology Acquisition Corp. Unit in Q1 2021 and held it in 7 quarters.
HRT Financial's Epiphany Technology Acquisition Corp. Unit position peaked at $1.01M in Q2 2021.
8 funds tracked by Wall St. Rank held Epiphany Technology Acquisition Corp. Unit as of Q4 2022.

Based on HRT Financial's 13F filing for Q4 2022, filed 10 Feb 2023.