IA
HDRO

IFP Advisors’s Defiance Next Gen H2 ETF HDRO Stock Holding History

IFP Advisors’s Portfolio HDRO Stock Details HDRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15
Closed -$4K – 4501
2022
Q4 		$4K Hold
15
– – ﹤0.01% 3952
2022
Q3 		$4K Hold
15
– – ﹤0.01% 4169
2022
Q2 		$4K Hold
15
– – ﹤0.01% 3930
2022
Q1 		$4K Buy
15
+7
+88% +$884 ﹤0.01% 3929
2021
Q4 		$1K Buy
8
+3
+60% +$521 ﹤0.01% 3154
2021
Q3 		$1K Hold
5
– – ﹤0.01% 3168
2021
Q2 		$1K Buy
5
+2
+67% +$385 ﹤0.01% 2969
2021
Q1 		$1K Buy
+3
New +$638 ﹤0.01% 2903

Other funds holding HDRO

Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.5B AUM 19.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $497M AUM 20.85% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

IFP Advisors's HDRO Position: Q1 2023 in Review

IFP Advisors sold out of Defiance Next Gen H2 ETF (HDRO) in Q1 2023, closing a stake of 15 shares — an estimated $4K sold.

IFP Advisors first reported a position in HDRO in Q1 2021 and held it in 8 quarters. The position peaked at $4K in Q4 2022. 20 funds tracked by Wall St. Rank hold HDRO as of Q1 2023.

  • IFP Advisors reported no remaining Defiance Next Gen H2 ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 15 Defiance Next Gen H2 ETF shares in Q1 2023, an estimated $4K.
  • IFP Advisors first reported a position in Defiance Next Gen H2 ETF in Q1 2021 and held it in 8 quarters.
  • IFP Advisors's Defiance Next Gen H2 ETF position peaked at $4K in Q4 2022.
  • 20 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q1 2023.

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