Koshinski Asset Management’s Dividend Performers ETF IPDP Stock Holding History

Koshinski Asset Management’s Portfolio IPDP Stock Details IPDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,652	Closed	-$145K	–	620
2022 Q3	$145K	Sell	12,652 -23,812	-65%	-$337K	0.02%	520
2022 Q2	$464K	Sell	36,464 -10,730	-23%	-$160K	0.05%	379
2022 Q1	$792K	Buy	+47,194	New	+$759K	0.07%	298

Other funds holding IPDP

SBIA

Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Koshinski Asset Management's IPDP Position: Q4 2022 in Review

Koshinski Asset Management sold out of Dividend Performers ETF (IPDP) in Q4 2022, closing a stake of 12,652 shares — an estimated $145K sold.

Koshinski Asset Management first reported a position in IPDP in Q1 2022 and held it in 3 quarters. The position peaked at $792K in Q1 2022. 6 funds tracked by Wall St. Rank hold IPDP as of Q4 2022.

Koshinski Asset Management reported no remaining Dividend Performers ETF position as of Q4 2022 after selling out during the quarter.
Koshinski Asset Management sold 12,652 Dividend Performers ETF shares in Q4 2022, an estimated $145K.
Koshinski Asset Management first reported a position in Dividend Performers ETF in Q1 2022 and held it in 3 quarters.
Koshinski Asset Management's Dividend Performers ETF position peaked at $792K in Q1 2022.
6 funds tracked by Wall St. Rank held Dividend Performers ETF as of Q4 2022.

Based on Koshinski Asset Management's 13F filing for Q4 2022, filed 24 Jan 2023.