Lee Financial
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Lee Financial’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

Lee Financial’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$827 – 242
2023
Q4 		$827 Hold
25
– – ﹤0.01% 805
2023
Q3 		$759 Buy
+25
New +$795 ﹤0.01% 786

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Asset Dedication LLC
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Hollencrest Capital Management
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial's BOUT Position: Q1 2024 in Review

Lee Financial sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q1 2024, closing a stake of 25 shares — an estimated $827 sold.

Lee Financial first reported a position in BOUT in Q3 2023 and held it in 2 quarters. The position peaked at $827 in Q4 2023. 9 funds tracked by Wall St. Rank hold BOUT as of Q1 2024.

  • Lee Financial reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 25 CapForce IBD Breakout Opportunities ETF shares in Q1 2024, an estimated $827.
  • Lee Financial first reported a position in CapForce IBD Breakout Opportunities ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's CapForce IBD Breakout Opportunities ETF position peaked at $827 in Q4 2023.
  • 9 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.