Magnus Financial Group’s The Long-Term Care ETF OLD Stock Holding History

Magnus Financial Group’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,515	Closed	-$230K	–	716
2019 Q4	$230K	Buy	+7,515	New	+$229K	0.03%	423

Other funds holding OLD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Magnus Financial Group's OLD Position: Q1 2020 in Review

Magnus Financial Group sold out of The Long-Term Care ETF (OLD) in Q1 2020, closing a stake of 7,515 shares — an estimated $230K sold.

Magnus Financial Group first reported a position in OLD in Q4 2019 and held it in 1 quarter. The position peaked at $230K in Q4 2019. 24 funds tracked by Wall St. Rank hold OLD as of Q1 2020.

Magnus Financial Group reported no remaining The Long-Term Care ETF position as of Q1 2020 after selling out during the quarter.
Magnus Financial Group sold 7,515 The Long-Term Care ETF shares in Q1 2020, an estimated $230K.
Magnus Financial Group first reported a position in The Long-Term Care ETF in Q4 2019 and held it in 1 quarter.
Magnus Financial Group's The Long-Term Care ETF position peaked at $230K in Q4 2019.
24 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q1 2020.

Based on Magnus Financial Group's 13F filing for Q1 2020, filed 11 May 2020.