IFP Advisors’s US Global Sea to Sky Cargo ETF SEA Stock Holding History

IFP Advisors’s Portfolio SEA Stock Details SEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,293	Closed	-$19.5K	–	3225
2023 Q4	$19.5K	Sell	1,293 -813	-39%	-$12.2K	﹤0.01%	1927
2023 Q3	$31.6K	Buy	2,106 +813	+63%	+$12.4K	﹤0.01%	1751
2023 Q2	$18.9K	Sell	1,293 -4,532	-78%	-$66.9K	﹤0.01%	2035
2023 Q1	$116K	Buy	5,825 +1,213	+26%	+$17.7K	0.01%	1181
2022 Q4	$91K	Sell	4,612 -6,429	-58%	-$98.3K	﹤0.01%	1803
2022 Q3	$218K	Sell	11,041 -1,800	-14%	-$32.1K	0.01%	1356
2022 Q2	$254K	Hold	12,841	–	–	0.01%	1163
2022 Q1	$254K	Buy	+12,841	New	+$269K	0.01%	1163

Other funds holding SEA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's SEA Position: Q1 2024 in Review

IFP Advisors sold out of US Global Sea to Sky Cargo ETF (SEA) in Q1 2024, closing a stake of 1,293 shares — an estimated $19.5K sold.

IFP Advisors first reported a position in SEA in Q1 2022 and held it in 8 quarters. The position peaked at $254K in Q2 2022. 7 funds tracked by Wall St. Rank hold SEA as of Q1 2024.

IFP Advisors reported no remaining US Global Sea to Sky Cargo ETF position as of Q1 2024 after selling out during the quarter.
IFP Advisors sold 1,293 US Global Sea to Sky Cargo ETF shares in Q1 2024, an estimated $19.5K.
IFP Advisors first reported a position in US Global Sea to Sky Cargo ETF in Q1 2022 and held it in 8 quarters.
IFP Advisors's US Global Sea to Sky Cargo ETF position peaked at $254K in Q2 2022.
7 funds tracked by Wall St. Rank held US Global Sea to Sky Cargo ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.