NewEdge Advisors’s CPI Inflation Hedged ETF CPI Stock Holding History

NewEdge Advisors’s Portfolio CPI Stock Details CPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1	Closed	-$25	–	3696
2023 Q1	$25	Hold	1	–	–	﹤0.01%	3382
2022 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4284

Other funds holding CPI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's CPI Position: Q2 2023 in Review

NewEdge Advisors sold out of CPI Inflation Hedged ETF (CPI) in Q2 2023, closing a stake of 1 share — an estimated $25 sold.

NewEdge Advisors first reported a position in CPI in Q4 2022 and held it in 2 quarters. The position peaked at $25 in Q1 2023. 4 funds tracked by Wall St. Rank hold CPI as of Q2 2023.

NewEdge Advisors reported no remaining CPI Inflation Hedged ETF position as of Q2 2023 after selling out during the quarter.
NewEdge Advisors sold 1 CPI Inflation Hedged ETF share in Q2 2023, an estimated $25.
NewEdge Advisors first reported a position in CPI Inflation Hedged ETF in Q4 2022 and held it in 2 quarters.
NewEdge Advisors's CPI Inflation Hedged ETF position peaked at $25 in Q1 2023.
4 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q2 2023.

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