IA
EGIS

IFP Advisors’s 2ndVote Society Defended ETF EGIS Stock Holding History

IFP Advisors’s Portfolio EGIS Stock Details EGIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,517
Closed -$38K – 4898
2022
Q3 		$38K Buy
1,517
+1,240
+448% +$38.7K ﹤0.01% 2605
2022
Q2 		$7K Hold
277
– – ﹤0.01% 3646
2022
Q1 		$7K Buy
277
+117
+73% +$3.96K ﹤0.01% 3645
2021
Q4 		$6K Hold
160
– – ﹤0.01% 2446
2021
Q3 		$5K Buy
160
+24
+18% +$805 ﹤0.01% 2590
2021
Q2 		$4K Buy
+136
New +$4.3K ﹤0.01% 2588

Other funds holding EGIS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

IFP Advisors's EGIS Position: Q4 2022 in Review

IFP Advisors sold out of 2ndVote Society Defended ETF (EGIS) in Q4 2022, closing a stake of 1,517 shares — an estimated $38K sold.

IFP Advisors first reported a position in EGIS in Q2 2021 and held it in 6 quarters. The position peaked at $38K in Q3 2022. 16 funds tracked by Wall St. Rank hold EGIS as of Q4 2022.

  • IFP Advisors reported no remaining 2ndVote Society Defended ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 1,517 2ndVote Society Defended ETF shares in Q4 2022, an estimated $38K.
  • IFP Advisors first reported a position in 2ndVote Society Defended ETF in Q2 2021 and held it in 6 quarters.
  • IFP Advisors's 2ndVote Society Defended ETF position peaked at $38K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q4 2022.

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