IFP Advisors’s Teucrium Wheat Fund WEAT Stock Holding History

IFP Advisors’s Portfolio WEAT Stock Details WEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40	Closed	-$1.29K	–	3569
2023 Q2	$1.29K	Hold	40	–	–	﹤0.01%	3015
2023 Q1	$1.37K	Sell	40 -260	-87%	-$9.6K	﹤0.01%	3009
2022 Q4	$10K	Sell	300 -415	-58%	-$17.2K	﹤0.01%	3411
2022 Q3	$23K	Buy	715 +260	+57%	+$11K	﹤0.01%	2973
2022 Q2	$14K	Hold	455	–	–	﹤0.01%	3168
2022 Q1	$14K	Buy	+455	New	+$19.6K	﹤0.01%	3168
2019 Q1	$91K	Buy	+3,430	New	+$98.2K	0.01%	726
2017 Q4	–	Sell	-773	Closed	-$25K	–	4118
2017 Q3	$25K	Sell	773 -500	-39%	-$17.5K	﹤0.01%	2462
2017 Q2	$50K	Buy	1,273 +773	+155%	+$26.9K	﹤0.01%	1980
2017 Q1	$17K	Sell	500 -100	-17%	-$3.6K	﹤0.01%	2615
2016 Q4	$21K	Buy	+600	New	+$21.3K	﹤0.01%	2434
2016 Q2	–	Sell	-3,430	Closed	-$91K	–	4092
2016 Q1	$91K	Buy	+3,430	New	+$154K	0.01%	726

Other funds holding WEAT

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

FCA

Fortis Capital Advisors Prairie Village, Kansas $763M AUM 30.51% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

IFP Advisors's WEAT Position: Q3 2023 in Review

IFP Advisors sold out of Teucrium Wheat Fund (WEAT) in Q3 2023, closing a stake of 40 shares — an estimated $1.29K sold.

IFP Advisors first reported a position in WEAT in Q1 2016 and held it in 12 quarters. The position peaked at $91K in Q1 2019. 49 funds tracked by Wall St. Rank hold WEAT as of Q3 2023.

IFP Advisors reported no remaining Teucrium Wheat Fund position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 40 Teucrium Wheat Fund shares in Q3 2023, an estimated $1.29K.
IFP Advisors first reported a position in Teucrium Wheat Fund in Q1 2016 and held it in 12 quarters.
IFP Advisors's Teucrium Wheat Fund position peaked at $91K in Q1 2019.
49 funds tracked by Wall St. Rank held Teucrium Wheat Fund as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.