PWA
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Primoris Wealth Advisors’s AdvisorShares Pure US Cannabis ETF MSOS Stock Holding History

Primoris Wealth Advisors’s Portfolio MSOS Stock Details MSOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,430
Closed -$70.7K – 69
2023
Q1 		$70.7K Sell
12,430
-1,100
-8% -$7.28K 0.09% 68
2022
Q4 		$91.4K Sell
13,530
-1,910
-12% -$19.6K 0.14% 61
2022
Q3 		$143K Sell
15,440
-500
-3% -$5.77K 0.26% 56
2022
Q2 		$166K Hold
15,940
– – 0.24% 71
2022
Q1 		$327K Buy
15,940
+8,704
+120% +$190K 0.3% 53
2021
Q4 		$211K Buy
+7,236
New +$200K 0.17% 79

Other funds holding MSOS

EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return