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IFP Advisors’s Zega Buy & Hedge ETF ZHDG Stock Holding History

IFP Advisors’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,004
Closed -$20K – 4869
2022
Q3 		$20K Hold
1,004
– – ﹤0.01% 3102
2022
Q2 		$20K Hold
1,004
– – ﹤0.01% 2861
2022
Q1 		$20K Buy
+1,004
New +$19.9K ﹤0.01% 2861

Other funds holding ZHDG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
CASC
Coppell Advisory Solutions Corp Coppell, Texas $531M AUM
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors's ZHDG Position: Q4 2022 in Review

IFP Advisors sold out of Zega Buy & Hedge ETF (ZHDG) in Q4 2022, closing a stake of 1,004 shares — an estimated $20K sold.

IFP Advisors first reported a position in ZHDG in Q1 2022 and held it in 3 quarters. The position peaked at $20K in Q3 2022. 11 funds tracked by Wall St. Rank hold ZHDG as of Q4 2022.

  • IFP Advisors reported no remaining Zega Buy & Hedge ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 1,004 Zega Buy & Hedge ETF shares in Q4 2022, an estimated $20K.
  • IFP Advisors first reported a position in Zega Buy & Hedge ETF in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's Zega Buy & Hedge ETF position peaked at $20K in Q3 2022.
  • 11 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.