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Lumature Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Lumature Wealth Partners’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$58.3K Buy
1,493
+468
+46% +$17.5K 0.03% 214
2023
Q1 		$38.3K Buy
+1,025
New +$38.7K 0.02% 233

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Lumature Wealth Partners's IFRA Position: Q2 2023 in Review

Lumature Wealth Partners increased its iShares US Infrastructure ETF (IFRA) stake by 46% in Q2 2023, buying an estimated $17.5K and bringing the position to 1,493 shares worth $58.3K. The position accounts for 0.03% of the portfolio, ranked #214.

Lumature Wealth Partners first reported a position in IFRA in Q1 2023 and has held it in 2 quarters since. 325 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

  • Lumature Wealth Partners held 1,493 shares of iShares US Infrastructure ETF worth $58.3K as of Q2 2023.
  • Lumature Wealth Partners bought 468 iShares US Infrastructure ETF shares in Q2 2023, an estimated $17.5K.
  • iShares US Infrastructure ETF made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #214 holding.
  • Lumature Wealth Partners first reported a position in iShares US Infrastructure ETF in Q1 2023 and has held it in 2 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.