LFA
ETPA

Level Financial Advisors’s Ecofin Digital Payments Infrastructure Fund ETPA Stock Holding History

Level Financial Advisors’s Portfolio ETPA Stock Details ETPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-22
Closed -$1K – 364
2022
Q2 		$1K Buy
+22
New +$637 ﹤0.01% 298

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Osaic Holdings
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PNC Financial Services Group
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VCM
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BBPWM
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UBS Group
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Level Financial Advisors's ETPA Position: Q3 2022 in Review

Level Financial Advisors sold out of Ecofin Digital Payments Infrastructure Fund (ETPA) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in ETPA in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 11 funds tracked by Wall St. Rank hold ETPA as of Q3 2022.

  • Level Financial Advisors reported no remaining Ecofin Digital Payments Infrastructure Fund position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 22 Ecofin Digital Payments Infrastructure Fund shares in Q3 2022, an estimated $1K.
  • Level Financial Advisors first reported a position in Ecofin Digital Payments Infrastructure Fund in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Ecofin Digital Payments Infrastructure Fund position peaked at $1K in Q2 2022.
  • 11 funds tracked by Wall St. Rank held Ecofin Digital Payments Infrastructure Fund as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.