Legend Financial Advisors’s Sit Rising Rate ETF RISE Stock Holding History

Legend Financial Advisors’s Portfolio RISE Stock Details RISE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-40,511	Closed	-$976K	–	37
2018 Q4	$976K	Buy	+40,511	New	+$1.01M	1.43%	13

Other funds holding RISE

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Legend Financial Advisors's RISE Position: Q1 2019 in Review

Legend Financial Advisors sold out of Sit Rising Rate ETF (RISE) in Q1 2019, closing a stake of 40,511 shares — an estimated $976K sold.

Legend Financial Advisors first reported a position in RISE in Q4 2018 and held it in 1 quarter. The position peaked at $976K in Q4 2018. 7 funds tracked by Wall St. Rank hold RISE as of Q1 2019.

Legend Financial Advisors reported no remaining Sit Rising Rate ETF position as of Q1 2019 after selling out during the quarter.
Legend Financial Advisors sold 40,511 Sit Rising Rate ETF shares in Q1 2019, an estimated $976K.
Legend Financial Advisors first reported a position in Sit Rising Rate ETF in Q4 2018 and held it in 1 quarter.
Legend Financial Advisors's Sit Rising Rate ETF position peaked at $976K in Q4 2018.
7 funds tracked by Wall St. Rank held Sit Rising Rate ETF as of Q1 2019.

Based on Legend Financial Advisors's 13F filing for Q1 2019, filed 8 Aug 2019.