LHWM
SARK icon

Lake Hills Wealth Management’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Lake Hills Wealth Management’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,440
Closed -$2.31M – 52
2022
Q3 		$2.31M Buy
+12,440
New +$2.05M 2.09% 16

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Lake Hills Wealth Management's SARK Position: Q1 2024 in Review

Lake Hills Wealth Management sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q1 2024, closing a stake of 19,162 shares — an estimated $1.49M sold.

Lake Hills Wealth Management first reported a position in SARK in Q1 2022 and held it in 4 quarters. The position peaked at $2.38M in Q2 2022. 30 funds tracked by Wall St. Rank hold SARK as of Q1 2024.

  • Lake Hills Wealth Management reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Hills Wealth Management sold 19,162 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q1 2024, an estimated $1.49M.
  • Lake Hills Wealth Management first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q1 2022 and held it in 4 quarters.
  • Lake Hills Wealth Management's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $2.38M in Q2 2022.
  • 30 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q1 2024.

Based on Lake Hills Wealth Management's 13F filing for Q1 2024, filed 5 Apr 2024.