PFS
UTRN

Prospera Financial Services’s Vesper US Large Cap Short-Term Reversal Strategy ETF UTRN Stock Holding History

Prospera Financial Services’s Portfolio UTRN Stock Details UTRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22,101
Closed -$597K – 636
2019
Q4 		$597K Buy
+22,101
New +$597K 0.05% 347

Other funds holding UTRN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Prospera Financial Services's UTRN Position: Q1 2020 in Review

Prospera Financial Services sold out of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) in Q1 2020, closing a stake of 22,101 shares — an estimated $597K sold.

Prospera Financial Services first reported a position in UTRN in Q4 2019 and held it in 1 quarter. The position peaked at $597K in Q4 2019. 15 funds tracked by Wall St. Rank hold UTRN as of Q1 2020.

  • Prospera Financial Services reported no remaining Vesper US Large Cap Short-Term Reversal Strategy ETF position as of Q1 2020 after selling out during the quarter.
  • Prospera Financial Services sold 22,101 Vesper US Large Cap Short-Term Reversal Strategy ETF shares in Q1 2020, an estimated $597K.
  • Prospera Financial Services first reported a position in Vesper US Large Cap Short-Term Reversal Strategy ETF in Q4 2019 and held it in 1 quarter.
  • Prospera Financial Services's Vesper US Large Cap Short-Term Reversal Strategy ETF position peaked at $597K in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Vesper US Large Cap Short-Term Reversal Strategy ETF as of Q1 2020.

Based on Prospera Financial Services's 13F filing for Q1 2020, filed 15 May 2020.