Money Concepts Capital
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Money Concepts Capital’s Hull Tactical US ETF HTUS Stock Holding History

Money Concepts Capital’s Portfolio HTUS Stock Details HTUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-400
Closed -$11.1K – 1586
2022
Q4 		$11.1K Buy
+400
New +$11.6K ﹤0.01% 1963
2022
Q2 		– Sell
-400
Closed -$13K – 1978
2022
Q1 		$13K Buy
+400
New +$12.5K ﹤0.01% 1809

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Capital Management Investments
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return

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

Money Concepts Capital sold out of Hull Tactical US ETF (HTUS) in Q1 2023, closing a stake of 400 shares — an estimated $11.1K sold.

Money Concepts Capital first reported a position in HTUS in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 8 funds tracked by Wall St. Rank hold HTUS as of Q1 2023.

  • Money Concepts Capital reported no remaining Hull Tactical US ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 400 Hull Tactical US ETF shares in Q1 2023, an estimated $11.1K.
  • Money Concepts Capital first reported a position in Hull Tactical US ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Hull Tactical US ETF position peaked at $13K in Q1 2022.
  • 8 funds tracked by Wall St. Rank held Hull Tactical US ETF as of Q1 2023.

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