Palumbo Wealth Management’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

Palumbo Wealth Management’s Portfolio AIED Stock Details AIED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,121	Closed	-$364K	–	87
2021 Q4	$364K	Sell	10,121 -6,987	-41%	-$255K	0.23%	70
2021 Q3	$597K	Buy	+17,108	New	+$627K	0.39%	56

Other funds holding AIED

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $305K AUM 8.78% 1-Year Est. Return

Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return

Palumbo Wealth Management's AIED Position: Q1 2022 in Review

Palumbo Wealth Management sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q1 2022, closing a stake of 10,121 shares — an estimated $364K sold.

Palumbo Wealth Management first reported a position in AIED in Q3 2021 and held it in 2 quarters. The position peaked at $597K in Q3 2021. 7 funds tracked by Wall St. Rank hold AIED as of Q1 2022.

Palumbo Wealth Management reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q1 2022 after selling out during the quarter.
Palumbo Wealth Management sold 10,121 Defiance LLM Catalyst Momentum ETF shares in Q1 2022, an estimated $364K.
Palumbo Wealth Management first reported a position in Defiance LLM Catalyst Momentum ETF in Q3 2021 and held it in 2 quarters.
Palumbo Wealth Management's Defiance LLM Catalyst Momentum ETF position peaked at $597K in Q3 2021.
7 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q1 2022.

Based on Palumbo Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.