Mount Yale Investment Advisors’s Alpha Intelligent Large Cap Value ETF AILV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-12,366	Closed	-$285K	–	522
2023 Q1	$285K	Hold	12,366	–	–	0.03%	394
2022 Q4	$291K	Hold	12,366	–	–	0.03%	358
2022 Q3	$270K	Hold	12,366	–	–	0.04%	359
2022 Q2	$289K	Sell	12,366 -5,859	-32%	-$145K	0.04%	360
2022 Q1	$483K	Buy	18,225 +1,500	+9%	+$39.1K	0.05%	306
2021 Q4	$447K	Buy	+16,725	New	+$439K	0.05%	311

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

Mount Yale Investment Advisors sold out of Alpha Intelligent Large Cap Value ETF (AILV) in Q2 2023, closing a stake of 12,366 shares — an estimated $285K sold.

Mount Yale Investment Advisors first reported a position in AILV in Q4 2021 and held it in 6 quarters. The position peaked at $483K in Q1 2022. 0 funds tracked by Wall St. Rank hold AILV as of Q2 2023.

Mount Yale Investment Advisors reported no remaining Alpha Intelligent Large Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Mount Yale Investment Advisors sold 12,366 Alpha Intelligent Large Cap Value ETF shares in Q2 2023, an estimated $285K.
Mount Yale Investment Advisors first reported a position in Alpha Intelligent Large Cap Value ETF in Q4 2021 and held it in 6 quarters.
Mount Yale Investment Advisors's Alpha Intelligent Large Cap Value ETF position peaked at $483K in Q1 2022.
0 funds tracked by Wall St. Rank held Alpha Intelligent Large Cap Value ETF as of Q2 2023.

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