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MinichMacGregor Wealth Management’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

MinichMacGregor Wealth Management’s Portfolio YOLO Stock Details YOLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$1.8K – 678
2022
Q4 		$1.8K Buy
+500
New +$2.32K ﹤0.01% 573

Other funds holding YOLO

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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $204M AUM
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

MinichMacGregor Wealth Management's YOLO Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of AdvisorShares Pure Cannabis ETF (YOLO) in Q1 2023, closing a stake of 500 shares — an estimated $1.8K sold.

MinichMacGregor Wealth Management first reported a position in YOLO in Q4 2022 and held it in 1 quarter. The position peaked at $1.8K in Q4 2022. 71 funds tracked by Wall St. Rank hold YOLO as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining AdvisorShares Pure Cannabis ETF position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 500 AdvisorShares Pure Cannabis ETF shares in Q1 2023, an estimated $1.8K.
  • MinichMacGregor Wealth Management first reported a position in AdvisorShares Pure Cannabis ETF in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's AdvisorShares Pure Cannabis ETF position peaked at $1.8K in Q4 2022.
  • 71 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.