IFP Advisors’s Guinness Atkinson Sustainable Energy ETF SOLR Stock Holding History

IFP Advisors’s Portfolio SOLR Stock Details SOLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$5.61K	–	3335
2024 Q1	$5.61K	Hold	200	–	–	﹤0.01%	2423
2023 Q4	$5.65K	Hold	200	–	–	﹤0.01%	2381
2023 Q3	$5.23K	Hold	200	–	–	﹤0.01%	2489
2023 Q2	$6.24K	Hold	200	–	–	﹤0.01%	2461
2023 Q1	$5.05K	Hold	200	–	–	﹤0.01%	2560
2022 Q4	$5K	Hold	200	–	–	﹤0.01%	3811
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	4056
2022 Q2	$5K	Hold	200	–	–	﹤0.01%	3825
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	3825
2021 Q4	$7K	Hold	200	–	–	﹤0.01%	2367
2021 Q3	$7K	Buy	+200	New	+$6.62K	﹤0.01%	2439

Other funds holding SOLR

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

Lakeside Advisors Seattle, Washington $150M AUM 14.73% 1-Year Est. Return

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

IFP Advisors's SOLR Position: Q2 2024 in Review

IFP Advisors sold out of Guinness Atkinson Sustainable Energy ETF (SOLR) in Q2 2024, closing a stake of 200 shares — an estimated $5.61K sold.

IFP Advisors first reported a position in SOLR in Q3 2021 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 3 funds tracked by Wall St. Rank hold SOLR as of Q2 2024.

IFP Advisors reported no remaining Guinness Atkinson Sustainable Energy ETF position as of Q2 2024 after selling out during the quarter.
IFP Advisors sold 200 Guinness Atkinson Sustainable Energy ETF shares in Q2 2024, an estimated $5.61K.
IFP Advisors first reported a position in Guinness Atkinson Sustainable Energy ETF in Q3 2021 and held it in 11 quarters.
IFP Advisors's Guinness Atkinson Sustainable Energy ETF position peaked at $7K in Q4 2021.
3 funds tracked by Wall St. Rank held Guinness Atkinson Sustainable Energy ETF as of Q2 2024.

Based on IFP Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.