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Money Concepts Capital’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Money Concepts Capital’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-503
Closed -$6.03K – 1551
2022
Q4 		$6.03K Buy
+503
New +$6.13K ﹤0.01% 2260
2022
Q2 		– Sell
-720
Closed -$10K – 1958
2022
Q1 		$10K Buy
+720
New +$10.5K ﹤0.01% 1938

Other funds holding HIPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWSG
GPS Wealth Strategies Group Centennial, Colorado $117M AUM 24.22% 1-Year Est. Return

Money Concepts Capital's HIPS Position: Q1 2023 in Review

Money Concepts Capital sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q1 2023, closing a stake of 503 shares — an estimated $6.03K sold.

Money Concepts Capital first reported a position in HIPS in Q1 2022 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 16 funds tracked by Wall St. Rank hold HIPS as of Q1 2023.

  • Money Concepts Capital reported no remaining GraniteShares HIPS US High Income ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 503 GraniteShares HIPS US High Income ETF shares in Q1 2023, an estimated $6.03K.
  • Money Concepts Capital first reported a position in GraniteShares HIPS US High Income ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's GraniteShares HIPS US High Income ETF position peaked at $10K in Q1 2022.
  • 16 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.