IA
WINC

IFP Advisors’s Western Asset Short Duration Income ETF WINC Stock Holding History

IFP Advisors’s Portfolio WINC Stock Details WINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-959
Closed -$25K – 4599
2021
Q4 		$25K Buy
+959
New +$24.9K ﹤0.01% 1849

Other funds holding WINC

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's WINC Position: Q1 2022 in Review

IFP Advisors sold out of Western Asset Short Duration Income ETF (WINC) in Q1 2022, closing a stake of 959 shares — an estimated $25K sold.

IFP Advisors first reported a position in WINC in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 12 funds tracked by Wall St. Rank hold WINC as of Q1 2022.

  • IFP Advisors reported no remaining Western Asset Short Duration Income ETF position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 959 Western Asset Short Duration Income ETF shares in Q1 2022, an estimated $25K.
  • IFP Advisors first reported a position in Western Asset Short Duration Income ETF in Q4 2021 and held it in 1 quarter.
  • IFP Advisors's Western Asset Short Duration Income ETF position peaked at $25K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.