Leelyn Smith’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

Leelyn Smith’s Portfolio ALFA Stock Details ALFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-165	Closed	-$12K	–	407
2021 Q1	$12K	Hold	165	–	–	﹤0.01%	284
2020 Q4	$13K	Hold	165	–	–	﹤0.01%	261
2020 Q3	$11K	Hold	165	–	–	﹤0.01%	255
2020 Q2	$9K	Hold	165	–	–	﹤0.01%	329
2020 Q1	$7K	Sell	165 -225	-58%	-$12.5K	﹤0.01%	272
2019 Q4	$23	Buy	+390	New	+$22.1K	0.01%	218

Other funds holding ALFA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Leelyn Smith's ALFA Position: Q2 2021 in Review

Leelyn Smith sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q2 2021, closing a stake of 165 shares — an estimated $12K sold.

Leelyn Smith first reported a position in ALFA in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2020. 18 funds tracked by Wall St. Rank hold ALFA as of Q2 2021.

Leelyn Smith reported no remaining AlphaClone Alternative Alpha ETF position as of Q2 2021 after selling out during the quarter.
Leelyn Smith sold 165 AlphaClone Alternative Alpha ETF shares in Q2 2021, an estimated $12K.
Leelyn Smith first reported a position in AlphaClone Alternative Alpha ETF in Q4 2019 and held it in 6 quarters.
Leelyn Smith's AlphaClone Alternative Alpha ETF position peaked at $13K in Q4 2020.
18 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q2 2021.

Based on Leelyn Smith's 13F filing for Q2 2021, filed 31 Aug 2021.