IFP Advisors’s DeltaShares S&P 600 Managed Risk ETF DMRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-270
Closed -$14K 4975
2022
Q3
$14K Hold
270
﹤0.01% 3425
2022
Q2
$14K Hold
270
﹤0.01% 3173
2022
Q1
$14K Buy
+270
New +$14.9K ﹤0.01% 3173
2019
Q4
Sell
-6,107
Closed -$327K 3215
2019
Q3
$322K Buy
+6,107
New +$321K 0.02% 609
2019
Q1
$514K Sell
9,790
-4,164
-30% -$219K 0.07% 285
2018
Q4
$697K Buy
13,954
+13,727
+6,047% +$731K 0.04% 446
2018
Q3
$13K Buy
+227
New +$13.5K ﹤0.01% 2716

IFP Advisors's DMRS Position: Q4 2022 in Review

IFP Advisors sold out of DeltaShares S&P 600 Managed Risk ETF (DMRS) in Q4 2022, closing a stake of 270 shares — an estimated $14K sold.

IFP Advisors first reported a position in DMRS in Q3 2018 and held it in 7 quarters. The position peaked at $697K in Q4 2018. 0 funds tracked by Wall St. Rank hold DMRS as of Q4 2022.

  • IFP Advisors reported no remaining DeltaShares S&P 600 Managed Risk ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 270 DeltaShares S&P 600 Managed Risk ETF shares in Q4 2022, an estimated $14K.
  • IFP Advisors first reported a position in DeltaShares S&P 600 Managed Risk ETF in Q3 2018 and held it in 7 quarters.
  • IFP Advisors's DeltaShares S&P 600 Managed Risk ETF position peaked at $697K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held DeltaShares S&P 600 Managed Risk ETF as of Q4 2022.

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