Lee Financial’s Hull Tactical US ETF HTUS Stock Holding History

Lee Financial’s Portfolio HTUS Stock Details HTUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-380	Closed	-$10K	–	803
2018 Q1	$10K	Hold	380	–	–	﹤0.01%	470
2017 Q4	$10K	Hold	380	–	–	﹤0.01%	324
2017 Q3	$10K	Hold	380	–	–	﹤0.01%	332
2017 Q2	$10K	Hold	380	–	–	﹤0.01%	320
2017 Q1	$10K	Hold	380	–	–	﹤0.01%	275
2016 Q4	$10K	Buy	+380	New	+$10.1K	0.01%	287

Other funds holding HTUS

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

WCM

Weatherstone Capital Management Denver, Colorado $94.5M AUM 8.25% 1-Year Est. Return

Lee Financial's HTUS Position: Q2 2018 in Review

Lee Financial sold out of Hull Tactical US ETF (HTUS) in Q2 2018, closing a stake of 380 shares — an estimated $10K sold.

Lee Financial first reported a position in HTUS in Q4 2016 and held it in 6 quarters. The position peaked at $10K in Q1 2018. 15 funds tracked by Wall St. Rank hold HTUS as of Q2 2018.

Lee Financial reported no remaining Hull Tactical US ETF position as of Q2 2018 after selling out during the quarter.
Lee Financial sold 380 Hull Tactical US ETF shares in Q2 2018, an estimated $10K.
Lee Financial first reported a position in Hull Tactical US ETF in Q4 2016 and held it in 6 quarters.
Lee Financial's Hull Tactical US ETF position peaked at $10K in Q1 2018.
15 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q2 2018.

Based on Lee Financial's 13F filing for Q2 2018, filed 14 Aug 2018.