Private Advisor Group’s The Long-Term Care ETF OLD Stock Holding History

Private Advisor Group’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,536	Closed	-$240K	–	1846
2020 Q3	$240K	Sell	9,536 -1,743	-15%	-$43.7K	﹤0.01%	1338
2020 Q2	$263K	Buy	11,279 +7	+0.1%	+$153	﹤0.01%	1259
2020 Q1	$224K	Hold	11,272	–	–	﹤0.01%	1194
2019 Q4	$345K	Buy	11,272 +2,769	+33%	+$84.4K	0.01%	1212
2019 Q3	$263K	Buy	8,503 +1,268	+18%	+$38.2K	﹤0.01%	1363
2019 Q2	$207K	Buy	+7,235	New	+$200K	﹤0.01%	1498

Other funds holding OLD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

LWM

Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

Private Advisor Group's OLD Position: Q4 2020 in Review

Private Advisor Group sold out of The Long-Term Care ETF (OLD) in Q4 2020, closing a stake of 9,536 shares — an estimated $240K sold.

Private Advisor Group first reported a position in OLD in Q2 2019 and held it in 6 quarters. The position peaked at $345K in Q4 2019. 20 funds tracked by Wall St. Rank hold OLD as of Q4 2020.

Private Advisor Group reported no remaining The Long-Term Care ETF position as of Q4 2020 after selling out during the quarter.
Private Advisor Group sold 9,536 The Long-Term Care ETF shares in Q4 2020, an estimated $240K.
Private Advisor Group first reported a position in The Long-Term Care ETF in Q2 2019 and held it in 6 quarters.
Private Advisor Group's The Long-Term Care ETF position peaked at $345K in Q4 2019.
20 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2020.

Based on Private Advisor Group's 13F filing for Q4 2020, filed 1 Apr 2021.