L.M. Kohn & Company’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

L.M. Kohn & Company’s Portfolio IGLD Stock Details IGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,156	Closed	-$673K	–	254
2023 Q3	$673K	Sell	37,156 -150	-0.4%	-$2.83K	0.25%	89
2023 Q2	$714K	Buy	37,306 +15,300	+70%	+$301K	0.27%	87
2023 Q1	$435K	Buy	+22,006	New	+$426K	0.18%	131

Other funds holding IGLD

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

L.M. Kohn & Company's IGLD Position: Q4 2023 in Review

L.M. Kohn & Company sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q4 2023, closing a stake of 37,156 shares — an estimated $673K sold.

L.M. Kohn & Company first reported a position in IGLD in Q1 2023 and held it in 3 quarters. The position peaked at $714K in Q2 2023. 43 funds tracked by Wall St. Rank hold IGLD as of Q4 2023.

L.M. Kohn & Company reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q4 2023 after selling out during the quarter.
L.M. Kohn & Company sold 37,156 FT Vest Gold Strategy Target Income ETF shares in Q4 2023, an estimated $673K.
L.M. Kohn & Company first reported a position in FT Vest Gold Strategy Target Income ETF in Q1 2023 and held it in 3 quarters.
L.M. Kohn & Company's FT Vest Gold Strategy Target Income ETF position peaked at $714K in Q2 2023.
43 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q4 2023.

Based on L.M. Kohn & Company's 13F filing for Q4 2023, filed 9 Feb 2024.