Integrated Investment Consultants’s Cabot Growth ETF CBTG Stock Holding History

Integrated Investment Consultants’s Portfolio CBTG Stock Details CBTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-8,116	Closed	-$203K	–	312
2021 Q3	$203K	Hold	8,116	–	–	0.06%	277
2021 Q2	$236K	Buy	8,116 +13	+0.2%	+$365	0.07%	246
2021 Q1	$242K	Buy	+8,103	New	+$237K	0.08%	218

Other funds holding CBTG

SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Investment Consultants's CBTG Position: Q4 2021 in Review

Integrated Investment Consultants sold out of Cabot Growth ETF (CBTG) in Q4 2021, closing a stake of 8,116 shares — an estimated $203K sold.

Integrated Investment Consultants first reported a position in CBTG in Q1 2021 and held it in 3 quarters. The position peaked at $242K in Q1 2021. 6 funds tracked by Wall St. Rank hold CBTG as of Q4 2021.

Integrated Investment Consultants reported no remaining Cabot Growth ETF position as of Q4 2021 after selling out during the quarter.
Integrated Investment Consultants sold 8,116 Cabot Growth ETF shares in Q4 2021, an estimated $203K.
Integrated Investment Consultants first reported a position in Cabot Growth ETF in Q1 2021 and held it in 3 quarters.
Integrated Investment Consultants's Cabot Growth ETF position peaked at $242K in Q1 2021.
6 funds tracked by Wall St. Rank held Cabot Growth ETF as of Q4 2021.

Based on Integrated Investment Consultants's 13F filing for Q4 2021, filed 10 Jan 2022.