Linscomb Wealth’s Euclidean Fundamental Value ETF ECML Stock Holding History

Linscomb Wealth’s Portfolio ECML Stock Details ECML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-23,147	Closed	-$797K	–	286
2024 Q1	$797K	Hold	23,147	–	–	0.04%	183
2023 Q4	$724K	Hold	23,147	–	–	0.04%	179
2023 Q3	$648K	Hold	23,147	–	–	0.04%	187
2023 Q2	$640K	Buy	+23,147	New	+$603K	0.03%	192

Other funds holding ECML

CEI

Clark Estates Inc New York $416M AUM 6.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CGL

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

MIM

Marco Investment Management Atlanta, Georgia $1.33B AUM 32.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Linscomb Wealth's ECML Position: Q2 2024 in Review

Linscomb Wealth sold out of Euclidean Fundamental Value ETF (ECML) in Q2 2024, closing a stake of 23,147 shares — an estimated $797K sold.

Linscomb Wealth first reported a position in ECML in Q2 2023 and held it in 4 quarters. The position peaked at $797K in Q1 2024. 7 funds tracked by Wall St. Rank hold ECML as of Q2 2024.

Linscomb Wealth reported no remaining Euclidean Fundamental Value ETF position as of Q2 2024 after selling out during the quarter.
Linscomb Wealth sold 23,147 Euclidean Fundamental Value ETF shares in Q2 2024, an estimated $797K.
Linscomb Wealth first reported a position in Euclidean Fundamental Value ETF in Q2 2023 and held it in 4 quarters.
Linscomb Wealth's Euclidean Fundamental Value ETF position peaked at $797K in Q1 2024.
7 funds tracked by Wall St. Rank held Euclidean Fundamental Value ETF as of Q2 2024.

Based on Linscomb Wealth's 13F filing for Q2 2024, filed 7 Aug 2024.