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Larson Financial Group’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Larson Financial Group’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$12 – 1599
2023
Q1 		$12 Hold
1
– – ﹤0.01% 1538
2022
Q4 		$12 Buy
+1
New +$12 ﹤0.01% 1495

Other funds holding HIPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Larson Financial Group's HIPS Position: Q2 2023 in Review

Larson Financial Group sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q2 2023, closing a stake of 1 share — an estimated $12 sold.

Larson Financial Group first reported a position in HIPS in Q4 2022 and held it in 2 quarters. The position peaked at $12 in Q1 2023. 17 funds tracked by Wall St. Rank hold HIPS as of Q2 2023.

  • Larson Financial Group reported no remaining GraniteShares HIPS US High Income ETF position as of Q2 2023 after selling out during the quarter.
  • Larson Financial Group sold 1 GraniteShares HIPS US High Income ETF share in Q2 2023, an estimated $12.
  • Larson Financial Group first reported a position in GraniteShares HIPS US High Income ETF in Q4 2022 and held it in 2 quarters.
  • Larson Financial Group's GraniteShares HIPS US High Income ETF position peaked at $12 in Q1 2023.
  • 17 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q2 2023.

Based on Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.