IA
CUBS

IFP Advisors’s Asian Growth Cubs ETF CUBS Stock Holding History

IFP Advisors’s Portfolio CUBS Stock Details CUBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$3K – 4587
2022
Q4 		$3K Sell
100
-300
-75% -$5.81K ﹤0.01% 4089
2022
Q3 		$11K Sell
400
-200
-33% -$4.25K ﹤0.01% 3610
2022
Q2 		$16K Hold
600
– – ﹤0.01% 3065
2022
Q1 		$16K Buy
+600
New +$15K ﹤0.01% 3065

Other funds holding CUBS

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IFP Advisors's CUBS Position: Q1 2023 in Review

IFP Advisors sold out of Asian Growth Cubs ETF (CUBS) in Q1 2023, closing a stake of 100 shares — an estimated $3K sold.

IFP Advisors first reported a position in CUBS in Q1 2022 and held it in 4 quarters. The position peaked at $16K in Q2 2022. 5 funds tracked by Wall St. Rank hold CUBS as of Q1 2023.

  • IFP Advisors reported no remaining Asian Growth Cubs ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 100 Asian Growth Cubs ETF shares in Q1 2023, an estimated $3K.
  • IFP Advisors first reported a position in Asian Growth Cubs ETF in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Asian Growth Cubs ETF position peaked at $16K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Asian Growth Cubs ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.