OIA
UTRN

Optimum Investment Advisors’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Optimum Investment Advisors’s Portfolio UTRN Stock Details UTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-130
Closed -$4K – 966
2019
Q4 		$4K Buy
+130
New +$3.51K ﹤0.01% 868

Other funds holding UTRN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Optimum Investment Advisors's UTRN Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) in Q1 2020, closing a stake of 130 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in UTRN in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 15 funds tracked by Wall St. Rank hold UTRN as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Vesper US Large Cap Short-Term Reversal Strategy ETF position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 130 Vesper US Large Cap Short-Term Reversal Strategy ETF shares in Q1 2020, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF in Q4 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Vesper US Large Cap Short-Term Reversal Strategy ETF position peaked at $4K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Vesper US Large Cap Short-Term Reversal Strategy ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.