LWM
FFHG

Liberty Wealth Management’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Liberty Wealth Management’s Portfolio FFHG Stock Details FFHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-341
Closed -$10K – 1203
2021
Q1 		$10K Hold
341
– – ﹤0.01% 607
2020
Q4 		$10K Hold
341
– – ﹤0.01% 600
2020
Q3 		$8K Hold
341
– – ﹤0.01% 564
2020
Q2 		$8K Hold
341
– – 0.01% 535
2020
Q1 		$8K Hold
341
– – 0.01% 507
2019
Q4 		$10K Hold
341
– – 0.01% 549
2019
Q3 		$9K Hold
341
– – 0.01% 548
2019
Q2 		$9K Hold
341
– – 0.01% 556
2019
Q1 		$9K Hold
341
– – 0.01% 463
2018
Q4 		$8K Buy
+341
New +$9.24K 0.01% 476

Other funds holding FFHG

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Liberty Wealth Management's FFHG Position: Q2 2021 in Review

Liberty Wealth Management sold out of Formula Folios Hedged Growth ETF (FFHG) in Q2 2021, closing a stake of 341 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in FFHG in Q4 2018 and held it in 10 quarters. The position peaked at $10K in Q1 2021. 10 funds tracked by Wall St. Rank hold FFHG as of Q2 2021.

  • Liberty Wealth Management reported no remaining Formula Folios Hedged Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 341 Formula Folios Hedged Growth ETF shares in Q2 2021, an estimated $10K.
  • Liberty Wealth Management first reported a position in Formula Folios Hedged Growth ETF in Q4 2018 and held it in 10 quarters.
  • Liberty Wealth Management's Formula Folios Hedged Growth ETF position peaked at $10K in Q1 2021.
  • 10 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.