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ICA Group Wealth Management’s Toews Agility Shares Dynamic Tactical Income ETF THY Stock Holding History

ICA Group Wealth Management’s Portfolio THY Stock Details THY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,172
Closed -$341K – 1276
2024
Q1 		$341K Buy
15,172
+12,740
+524% +$286K 0.07% 213
2023
Q4 		$54.9K Buy
+2,432
New +$53K 0.01% 492

Other funds holding THY

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

ICA Group Wealth Management's THY Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Toews Agility Shares Dynamic Tactical Income ETF (THY) in Q2 2024, closing a stake of 15,172 shares — an estimated $341K sold.

ICA Group Wealth Management first reported a position in THY in Q4 2023 and held it in 2 quarters. The position peaked at $341K in Q1 2024. 16 funds tracked by Wall St. Rank hold THY as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Toews Agility Shares Dynamic Tactical Income ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 15,172 Toews Agility Shares Dynamic Tactical Income ETF shares in Q2 2024, an estimated $341K.
  • ICA Group Wealth Management first reported a position in Toews Agility Shares Dynamic Tactical Income ETF in Q4 2023 and held it in 2 quarters.
  • ICA Group Wealth Management's Toews Agility Shares Dynamic Tactical Income ETF position peaked at $341K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Toews Agility Shares Dynamic Tactical Income ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.