Mount Yale Investment Advisors’s Horizon Kinetics Medical ETF MEDX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-764	Closed	-$20.4K	–	1223
2025 Q2	$20.4K	Buy	+764	New	+$19.9K	﹤0.01%	1038

Other funds holding MEDX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HWM

HighMark Wealth Management St. Paul, Minnesota $246M AUM 35.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mount Yale Investment Advisors's MEDX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Horizon Kinetics Medical ETF (MEDX) in Q3 2025, closing a stake of 764 shares — an estimated $20.4K sold.

Mount Yale Investment Advisors first reported a position in MEDX in Q2 2025 and held it in 1 quarter. The position peaked at $20.4K in Q2 2025. 4 funds tracked by Wall St. Rank hold MEDX as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Horizon Kinetics Medical ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 764 Horizon Kinetics Medical ETF shares in Q3 2025, an estimated $20.4K.
Mount Yale Investment Advisors first reported a position in Horizon Kinetics Medical ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Horizon Kinetics Medical ETF position peaked at $20.4K in Q2 2025.
4 funds tracked by Wall St. Rank held Horizon Kinetics Medical ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.