JPLA
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Joseph P. Lucia & Associates’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Joseph P. Lucia & Associates’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-100
Closed -$2K – 294
2021
Q3 		$2K Buy
+100
New +$1.55K ﹤0.01% 514

Other funds holding HIPS

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Joseph P. Lucia & Associates's HIPS Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Joseph P. Lucia & Associates first reported a position in HIPS in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 20 funds tracked by Wall St. Rank hold HIPS as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining GraniteShares HIPS US High Income ETF position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 100 GraniteShares HIPS US High Income ETF shares in Q4 2021, an estimated $2K.
  • Joseph P. Lucia & Associates first reported a position in GraniteShares HIPS US High Income ETF in Q3 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's GraniteShares HIPS US High Income ETF position peaked at $2K in Q3 2021.
  • 20 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.