LPWM
HECO

Lake Point Wealth Management’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Lake Point Wealth Management’s Portfolio HECO Stock Details HECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$5K Hold
129
– – ﹤0.01% 437
2019
Q1 		$5K Buy
+129
New +$5.16K ﹤0.01% 437

Other funds holding HECO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Point Wealth Management's HECO Position: Q2 2019 in Review

Lake Point Wealth Management held its Strategy Shares EcoLogical Strategy ETF (HECO) position steady in Q2 2019 at 129 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Lake Point Wealth Management first reported a position in HECO in Q1 2019 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold HECO as of Q2 2019.

  • Lake Point Wealth Management held 129 shares of Strategy Shares EcoLogical Strategy ETF worth $5K as of Q2 2019.
  • Lake Point Wealth Management left its Strategy Shares EcoLogical Strategy ETF share count unchanged in Q2 2019.
  • Strategy Shares EcoLogical Strategy ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2019, its #437 holding.
  • Lake Point Wealth Management first reported a position in Strategy Shares EcoLogical Strategy ETF in Q1 2019 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q2 2019.

Based on Lake Point Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.