IAM Advisory’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

IAM Advisory’s Portfolio AIED Stock Details AIED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-5,682	Closed	-$200K	–	50
2021 Q1	$200K	Buy	+5,682	New	+$186K	0.09%	68

Other funds holding AIED

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BBVA USA Birmingham, Alabama $1.71B AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

IAM Advisory's AIED Position: Q2 2021 in Review

IAM Advisory sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q2 2021, closing a stake of 5,682 shares — an estimated $200K sold.

IAM Advisory first reported a position in AIED in Q1 2021 and held it in 1 quarter. The position peaked at $200K in Q1 2021. 6 funds tracked by Wall St. Rank hold AIED as of Q2 2021.

IAM Advisory reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q2 2021 after selling out during the quarter.
IAM Advisory sold 5,682 Defiance LLM Catalyst Momentum ETF shares in Q2 2021, an estimated $200K.
IAM Advisory first reported a position in Defiance LLM Catalyst Momentum ETF in Q1 2021 and held it in 1 quarter.
IAM Advisory's Defiance LLM Catalyst Momentum ETF position peaked at $200K in Q1 2021.
6 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q2 2021.

Based on IAM Advisory's 13F filing for Q2 2021, filed 20 Jul 2021.