IIA
AVDR

Integral Investment Advisors’s AVDR US LargeCap Leading ETF AVDR Stock Holding History

Integral Investment Advisors’s Portfolio AVDR Stock Details AVDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-101,113
Closed -$2.97M – 99
2022
Q1 		$2.97M Buy
101,113
+89,863
+799% +$2.61M 1.86% 16
2021
Q4 		$362K Buy
+11,250
New +$352K 0.26% 69

Other funds holding AVDR

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HA
Herold Advisors New York $455M AUM 22.2% 1-Year Est. Return
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Integral Investment Advisors's AVDR Position: Q2 2022 in Review

Integral Investment Advisors sold out of AVDR US LargeCap Leading ETF (AVDR) in Q2 2022, closing a stake of 101,113 shares — an estimated $2.97M sold.

Integral Investment Advisors first reported a position in AVDR in Q4 2021 and held it in 2 quarters. The position peaked at $2.97M in Q1 2022. 10 funds tracked by Wall St. Rank hold AVDR as of Q2 2022.

  • Integral Investment Advisors reported no remaining AVDR US LargeCap Leading ETF position as of Q2 2022 after selling out during the quarter.
  • Integral Investment Advisors sold 101,113 AVDR US LargeCap Leading ETF shares in Q2 2022, an estimated $2.97M.
  • Integral Investment Advisors first reported a position in AVDR US LargeCap Leading ETF in Q4 2021 and held it in 2 quarters.
  • Integral Investment Advisors's AVDR US LargeCap Leading ETF position peaked at $2.97M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held AVDR US LargeCap Leading ETF as of Q2 2022.

Based on Integral Investment Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.