IFP Advisors’s DeltaShares S&P 400 Managed Risk ETF DMRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-578
Closed -$31K 4974
2022
Q3
$31K Hold
578
﹤0.01% 2754
2022
Q2
$31K Hold
578
﹤0.01% 2517
2022
Q1
$31K Buy
+578
New +$33.1K ﹤0.01% 2517
2019
Q4
Sell
-405
Closed -$21K 3214
2019
Q3
$21K Buy
+405
New +$21K ﹤0.01% 1747
2019
Q1
$21K Hold
405
﹤0.01% 1340
2018
Q4
$20K Hold
405
﹤0.01% 2151
2018
Q3
$23K Buy
+405
New +$22.6K ﹤0.01% 2392

IFP Advisors's DMRM Position: Q4 2022 in Review

IFP Advisors sold out of DeltaShares S&P 400 Managed Risk ETF (DMRM) in Q4 2022, closing a stake of 578 shares — an estimated $31K sold.

IFP Advisors first reported a position in DMRM in Q3 2018 and held it in 7 quarters. The position peaked at $31K in Q3 2022. 0 funds tracked by Wall St. Rank hold DMRM as of Q4 2022.

  • IFP Advisors reported no remaining DeltaShares S&P 400 Managed Risk ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 578 DeltaShares S&P 400 Managed Risk ETF shares in Q4 2022, an estimated $31K.
  • IFP Advisors first reported a position in DeltaShares S&P 400 Managed Risk ETF in Q3 2018 and held it in 7 quarters.
  • IFP Advisors's DeltaShares S&P 400 Managed Risk ETF position peaked at $31K in Q3 2022.
  • 0 funds tracked by Wall St. Rank held DeltaShares S&P 400 Managed Risk ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.