LFF
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Level Four Financial’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Level Four Financial’s Portfolio GVIP Stock Details GVIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,357
Closed -$489K – 313
2020
Q4 		$489K Buy
+5,357
New +$448K 0.21% 134

Other funds holding GVIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Level Four Financial's GVIP Position: Q1 2021 in Review

Level Four Financial sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q1 2021, closing a stake of 5,357 shares — an estimated $489K sold.

Level Four Financial first reported a position in GVIP in Q4 2020 and held it in 1 quarter. The position peaked at $489K in Q4 2020. 40 funds tracked by Wall St. Rank hold GVIP as of Q1 2021.

  • Level Four Financial reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q1 2021 after selling out during the quarter.
  • Level Four Financial sold 5,357 Goldman Sachs Hedge Industry VIP ETF shares in Q1 2021, an estimated $489K.
  • Level Four Financial first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q4 2020 and held it in 1 quarter.
  • Level Four Financial's Goldman Sachs Hedge Industry VIP ETF position peaked at $489K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q1 2021.

Based on Level Four Financial's 13F filing for Q1 2021, filed 10 May 2021.