OneDigital Investment Advisors’s IQ Hedge Event-Driven Tracker ETF QED Stock Holding History

OneDigital Investment Advisors’s Portfolio QED Stock Details QED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,566	Closed	-$33K	–	1230
2019 Q2	$33K	Hold	1,566	–	–	﹤0.01%	661
2019 Q1	$33K	Buy	1,566 +66	+4%	+$1.36K	﹤0.01%	597
2018 Q4	$29K	Hold	1,500	–	–	﹤0.01%	590
2018 Q3	$32K	Hold	1,500	–	–	0.01%	521
2018 Q2	$32K	Buy	+1,500	New	+$31.7K	0.01%	646

Other funds holding QED

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

OneDigital Investment Advisors's QED Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of IQ Hedge Event-Driven Tracker ETF (QED) in Q3 2019, closing a stake of 1,566 shares — an estimated $33K sold.

OneDigital Investment Advisors first reported a position in QED in Q2 2018 and held it in 5 quarters. The position peaked at $33K in Q2 2019. 8 funds tracked by Wall St. Rank hold QED as of Q3 2019.

OneDigital Investment Advisors reported no remaining IQ Hedge Event-Driven Tracker ETF position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,566 IQ Hedge Event-Driven Tracker ETF shares in Q3 2019, an estimated $33K.
OneDigital Investment Advisors first reported a position in IQ Hedge Event-Driven Tracker ETF in Q2 2018 and held it in 5 quarters.
OneDigital Investment Advisors's IQ Hedge Event-Driven Tracker ETF position peaked at $33K in Q2 2019.
8 funds tracked by Wall St. Rank held IQ Hedge Event-Driven Tracker ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.