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Laurel Wealth Advisors (California)’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Laurel Wealth Advisors (California)’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 		$349K Buy
2,137
+358
+20% +$65.8K 0.03% 455
2022
Q3 		$330K Buy
+1,779
New +$293K 0.04% 458

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $239M AUM 122.67% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SARK Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) stake by 20% in Q4 2022, buying an estimated $65.8K and bringing the position to 2,137 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #455.

Laurel Wealth Advisors (California) first reported a position in SARK in Q3 2022 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold SARK as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,137 shares of Tradr 2X Long Innovation ETFShort Innovation Daily ETF worth $349K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 358 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q4 2022, an estimated $65.8K.
  • Tradr 2X Long Innovation ETFShort Innovation Daily ETF made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #455 holding.
  • Laurel Wealth Advisors (California) first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q3 2022 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.