Professional Financial Advisors’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Professional Financial Advisors’s Portfolio FFHG Stock Details FFHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,909	Closed	-$118K	–	500
2022 Q3	$118K	Hold	3,909	–	–	0.07%	92
2022 Q2	$122K	Hold	3,909	–	–	0.07%	99
2022 Q1	$136K	Sell	3,909 -132	-3%	-$4.6K	0.06%	93
2021 Q4	$150K	Hold	4,041	–	–	0.06%	113
2021 Q3	$142K	Hold	4,041	–	–	0.08%	96
2021 Q2	$143K	Hold	4,041	–	–	0.08%	100
2021 Q1	$137K	Sell	4,041 -72	-2%	-$2.33K	0.09%	96
2020 Q4	$124K	Hold	4,113	–	–	0.1%	90
2020 Q3	$102K	Buy	+4,113	New	+$102K	0.1%	93

Other funds holding FFHG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Professional Financial Advisors's FFHG Position: Q4 2022 in Review

Professional Financial Advisors sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2022, closing a stake of 3,909 shares — an estimated $118K sold.

Professional Financial Advisors first reported a position in FFHG in Q3 2020 and held it in 9 quarters. The position peaked at $150K in Q4 2021. 8 funds tracked by Wall St. Rank hold FFHG as of Q4 2022.

Professional Financial Advisors reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 3,909 Formula Folios Hedged Growth ETF shares in Q4 2022, an estimated $118K.
Professional Financial Advisors first reported a position in Formula Folios Hedged Growth ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Formula Folios Hedged Growth ETF position peaked at $150K in Q4 2021.
8 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.