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 $149B AUM 62.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return