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Principal Securities’s Zega Buy & Hedge ETF ZHDG Stock Holding History

Principal Securities’s Portfolio ZHDG Stock Details ZHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$4.1K – 3641
2024
Q3 		$4.1K Buy
+200
New +$3.95K ﹤0.01% 2741

Other funds holding ZHDG

ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Principal Securities's ZHDG Position: Q4 2024 in Review

Principal Securities sold out of Zega Buy & Hedge ETF (ZHDG) in Q4 2024, closing a stake of 200 shares — an estimated $4.1K sold.

Principal Securities first reported a position in ZHDG in Q3 2024 and held it in 1 quarter. The position peaked at $4.1K in Q3 2024. 10 funds tracked by Wall St. Rank hold ZHDG as of Q4 2024.

  • Principal Securities reported no remaining Zega Buy & Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 200 Zega Buy & Hedge ETF shares in Q4 2024, an estimated $4.1K.
  • Principal Securities first reported a position in Zega Buy & Hedge ETF in Q3 2024 and held it in 1 quarter.
  • Principal Securities's Zega Buy & Hedge ETF position peaked at $4.1K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Zega Buy & Hedge ETF as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.