Mount Yale Investment Advisors’s Alpha Intelligent Large Cap Growth ETF AILG Stock Holding History

Mount Yale Investment Advisors’s Portfolio AILG Stock Details AILG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17,097	Closed	-$291K	–	521
2023 Q1	$291K	Hold	17,097	–	–	0.03%	385
2022 Q4	$265K	Sell	17,097 -4,123	-19%	-$64.7K	0.03%	381
2022 Q3	$332K	Hold	21,220	–	–	0.04%	324
2022 Q2	$336K	Hold	21,220	–	–	0.04%	333
2022 Q1	$454K	Buy	21,220 +1,000	+5%	+$21.1K	0.05%	313
2021 Q4	$512K	Buy	+20,220	New	+$512K	0.05%	289

Mount Yale Investment Advisors's AILG Position: Q2 2023 in Review

Mount Yale Investment Advisors sold out of Alpha Intelligent Large Cap Growth ETF (AILG) in Q2 2023, closing a stake of 17,097 shares — an estimated $291K sold.

Mount Yale Investment Advisors first reported a position in AILG in Q4 2021 and held it in 6 quarters. The position peaked at $512K in Q4 2021. 0 funds tracked by Wall St. Rank hold AILG as of Q2 2023.

Mount Yale Investment Advisors reported no remaining Alpha Intelligent Large Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 17,097 Alpha Intelligent Large Cap Growth ETF shares in Q2 2023, an estimated $291K.
Mount Yale Investment Advisors first reported a position in Alpha Intelligent Large Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Mount Yale Investment Advisors's Alpha Intelligent Large Cap Growth ETF position peaked at $512K in Q4 2021.
0 funds tracked by Wall St. Rank held Alpha Intelligent Large Cap Growth ETF as of Q2 2023.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.