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Jaffetilchin Investment Partners’s Columbia Research Enhanced Value ETF REVS Stock Holding History

Jaffetilchin Investment Partners’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-903
Closed -$22.9K – 1088
2024
Q3 		$22.9K Buy
+903
New +$21.9K ﹤0.01% 734

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
Ruggaard & Associates Hudson, Ohio $252M AUM 14.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFC
Frederick Financial Consultants Frederick, Maryland $201M AUM 21.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Jaffetilchin Investment Partners's REVS Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Columbia Research Enhanced Value ETF (REVS) in Q4 2024, closing a stake of 903 shares — an estimated $22.9K sold.

Jaffetilchin Investment Partners first reported a position in REVS in Q3 2024 and held it in 1 quarter. The position peaked at $22.9K in Q3 2024. 17 funds tracked by Wall St. Rank hold REVS as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Columbia Research Enhanced Value ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 903 Columbia Research Enhanced Value ETF shares in Q4 2024, an estimated $22.9K.
  • Jaffetilchin Investment Partners first reported a position in Columbia Research Enhanced Value ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Columbia Research Enhanced Value ETF position peaked at $22.9K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.