LWM
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Liberty Wealth Management’s GraniteShares Nasdaq Select Disruptors ETF DRUP Stock Holding History

Liberty Wealth Management’s Portfolio DRUP Stock Details DRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-88
Closed -$4K – 410
2021
Q3 		$4K Buy
88
+9
+11% +$381 ﹤0.01% 971
2021
Q2 		$3K Buy
79
+64
+427% +$2.49K ﹤0.01% 864
2021
Q1 		$0 Hold
15
– – ﹤0.01% 956
2020
Q4 		$0 Buy
15
+12
+400% +$408 ﹤0.01% 973
2020
Q3 		$0 Buy
+3
New +$95 ﹤0.01% 877

Other funds holding DRUP

STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CTC
Chai Trust Company Chicago, Illinois $1.18B AUM 19.62% 1-Year Est. Return
OCM
Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return

Liberty Wealth Management's DRUP Position: Q4 2021 in Review

Liberty Wealth Management sold out of GraniteShares Nasdaq Select Disruptors ETF (DRUP) in Q4 2021, closing a stake of 88 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in DRUP in Q3 2020 and held it in 5 quarters. The position peaked at $4K in Q3 2021. 33 funds tracked by Wall St. Rank hold DRUP as of Q4 2021.

  • Liberty Wealth Management reported no remaining GraniteShares Nasdaq Select Disruptors ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 88 GraniteShares Nasdaq Select Disruptors ETF shares in Q4 2021, an estimated $4K.
  • Liberty Wealth Management first reported a position in GraniteShares Nasdaq Select Disruptors ETF in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's GraniteShares Nasdaq Select Disruptors ETF position peaked at $4K in Q3 2021.
  • 33 funds tracked by Wall St. Rank held GraniteShares Nasdaq Select Disruptors ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.