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Institutional & Family Asset Management’s Nicholas Fixed Income Alternative ETF FIAX Stock Holding History

Institutional & Family Asset Management’s Portfolio FIAX Stock Details FIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$9.78K – 724
2023
Q3 		$9.78K Hold
500
– – ﹤0.01% 381
2023
Q2 		$9.99K Hold
500
– – ﹤0.01% 388
2023
Q1 		$10K Buy
+500
New +$9.99K ﹤0.01% 379

Other funds holding FIAX

BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWS
Wellington Wealth Strategies Indianapolis, Indiana $110M AUM 17.07% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Institutional & Family Asset Management's FIAX Position: Q4 2023 in Review

Institutional & Family Asset Management sold out of Nicholas Fixed Income Alternative ETF (FIAX) in Q4 2023, closing a stake of 500 shares — an estimated $9.78K sold.

Institutional & Family Asset Management first reported a position in FIAX in Q1 2023 and held it in 3 quarters. The position peaked at $10K in Q1 2023. 16 funds tracked by Wall St. Rank hold FIAX as of Q4 2023.

  • Institutional & Family Asset Management reported no remaining Nicholas Fixed Income Alternative ETF position as of Q4 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 500 Nicholas Fixed Income Alternative ETF shares in Q4 2023, an estimated $9.78K.
  • Institutional & Family Asset Management first reported a position in Nicholas Fixed Income Alternative ETF in Q1 2023 and held it in 3 quarters.
  • Institutional & Family Asset Management's Nicholas Fixed Income Alternative ETF position peaked at $10K in Q1 2023.
  • 16 funds tracked by Wall St. Rank held Nicholas Fixed Income Alternative ETF as of Q4 2023.

Based on Institutional & Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.