Marshall Investment Management’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-24
Closed -$655 249
2025
Q1
$655 Buy
+24
New +$773 ﹤0.01% 231

Marshall Investment Management's HDRO Position: Q2 2025 in Review

Marshall Investment Management sold out of Defiance Next Gen H2 ETF (HDRO) in Q2 2025, closing a stake of 24 shares — an estimated $655 sold.

Marshall Investment Management first reported a position in HDRO in Q1 2025 and held it in 1 quarter. The position peaked at $655 in Q1 2025. 0 funds tracked by Wall St. Rank hold HDRO as of Q2 2025.

  • Marshall Investment Management reported no remaining Defiance Next Gen H2 ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 24 Defiance Next Gen H2 ETF shares in Q2 2025, an estimated $655.
  • Marshall Investment Management first reported a position in Defiance Next Gen H2 ETF in Q1 2025 and held it in 1 quarter.
  • Marshall Investment Management's Defiance Next Gen H2 ETF position peaked at $655 in Q1 2025.
  • 0 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.