KBFS
HDRO

Kohmann Bosshard Financial Services’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio HDRO Stock Details HDRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-19
Closed -$660 – 807
2024
Q4 		$660 Buy
+19
New +$668 ﹤0.01% 622

Other funds holding HDRO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
CWC
Carolinas Wealth Consulting Charlotte, North Carolina $465M AUM 8.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Kohmann Bosshard Financial Services's HDRO Position: Q1 2025 in Review

Kohmann Bosshard Financial Services sold out of Defiance Next Gen H2 ETF (HDRO) in Q1 2025, closing a stake of 19 shares — an estimated $660 sold.

Kohmann Bosshard Financial Services first reported a position in HDRO in Q4 2024 and held it in 1 quarter. The position peaked at $660 in Q4 2024. 17 funds tracked by Wall St. Rank hold HDRO as of Q1 2025.

  • Kohmann Bosshard Financial Services reported no remaining Defiance Next Gen H2 ETF position as of Q1 2025 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 19 Defiance Next Gen H2 ETF shares in Q1 2025, an estimated $660.
  • Kohmann Bosshard Financial Services first reported a position in Defiance Next Gen H2 ETF in Q4 2024 and held it in 1 quarter.
  • Kohmann Bosshard Financial Services's Defiance Next Gen H2 ETF position peaked at $660 in Q4 2024.
  • 17 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q1 2025.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2025, filed 12 May 2025.