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Plante Moran Financial Advisors’s Defiance R2000 Weekly Distribution ETF IWMY Stock Holding History

Plante Moran Financial Advisors’s Portfolio IWMY Stock Details IWMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-354
Closed -$19K – 839
2024
Q1 		$19K Buy
+354
New +$19.5K ﹤0.01% 516

Other funds holding IWMY

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's IWMY Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Defiance R2000 Weekly Distribution ETF (IWMY) in Q2 2024, closing a stake of 354 shares — an estimated $19K sold.

Plante Moran Financial Advisors first reported a position in IWMY in Q1 2024 and held it in 1 quarter. The position peaked at $19K in Q1 2024. 11 funds tracked by Wall St. Rank hold IWMY as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Defiance R2000 Weekly Distribution ETF position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 354 Defiance R2000 Weekly Distribution ETF shares in Q2 2024, an estimated $19K.
  • Plante Moran Financial Advisors first reported a position in Defiance R2000 Weekly Distribution ETF in Q1 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Defiance R2000 Weekly Distribution ETF position peaked at $19K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Defiance R2000 Weekly Distribution ETF as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.