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Momentum Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

Momentum Advisors’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
2022
Q4 		– Sell
-6,477
Closed -$209K – 84
2022
Q3 		$209K Sell
6,477
-957
-13% -$34.5K 0.23% 69
2022
Q2 		$253K Buy
+7,434
New +$274K 0.28% 49

Other funds holding IFRA

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $12.8B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Momentum Advisors's IFRA Position: Q4 2022 in Review

Momentum Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q4 2022, closing a stake of 6,477 shares — an estimated $209K sold.

Momentum Advisors first reported a position in IFRA in Q2 2022 and held it in 2 quarters. The position peaked at $253K in Q2 2022. 329 funds tracked by Wall St. Rank hold IFRA as of Q4 2022.

  • Momentum Advisors reported no remaining iShares US Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
  • Momentum Advisors sold 6,477 iShares US Infrastructure ETF shares in Q4 2022, an estimated $209K.
  • Momentum Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 2 quarters.
  • Momentum Advisors's iShares US Infrastructure ETF position peaked at $253K in Q2 2022.
  • 329 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.