LA
QARP icon

Lifeworks Advisors’s Xtrackers Russell 1000 US Quality at a Reasonable Price ETF QARP Stock Holding History

Lifeworks Advisors’s Portfolio QARP Stock Details QARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,192
Closed -$218K – 147
2022
Q1 		$218K Buy
+5,192
New +$215K 0.14% 120

Other funds holding QARP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Lifeworks Advisors's QARP Position: Q2 2022 in Review

Lifeworks Advisors sold out of Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) in Q2 2022, closing a stake of 5,192 shares — an estimated $218K sold.

Lifeworks Advisors first reported a position in QARP in Q1 2022 and held it in 1 quarter. The position peaked at $218K in Q1 2022. 13 funds tracked by Wall St. Rank hold QARP as of Q2 2022.

  • Lifeworks Advisors reported no remaining Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position as of Q2 2022 after selling out during the quarter.
  • Lifeworks Advisors sold 5,192 Xtrackers Russell 1000 US Quality at a Reasonable Price ETF shares in Q2 2022, an estimated $218K.
  • Lifeworks Advisors first reported a position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF in Q1 2022 and held it in 1 quarter.
  • Lifeworks Advisors's Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position peaked at $218K in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Xtrackers Russell 1000 US Quality at a Reasonable Price ETF as of Q2 2022.

Based on Lifeworks Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.