PFG
FFIU icon

Prosperity Financial Group’s UVA Unconstrained Medium-Term Fixed Income ETF FFIU Stock Holding History

Prosperity Financial Group’s Portfolio FFIU Stock Details FFIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,501
Closed -$315K – 124
2023
Q2 		$315K Buy
+14,501
New +$317K 0.28% 83

Other funds holding FFIU

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NB
Northwest Bancshares Warren, Pennsylvania $502M AUM 23.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prosperity Financial Group's FFIU Position: Q3 2023 in Review

Prosperity Financial Group sold out of UVA Unconstrained Medium-Term Fixed Income ETF (FFIU) in Q3 2023, closing a stake of 14,501 shares — an estimated $315K sold.

Prosperity Financial Group first reported a position in FFIU in Q2 2023 and held it in 1 quarter. The position peaked at $315K in Q2 2023. 7 funds tracked by Wall St. Rank hold FFIU as of Q3 2023.

  • Prosperity Financial Group reported no remaining UVA Unconstrained Medium-Term Fixed Income ETF position as of Q3 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 14,501 UVA Unconstrained Medium-Term Fixed Income ETF shares in Q3 2023, an estimated $315K.
  • Prosperity Financial Group first reported a position in UVA Unconstrained Medium-Term Fixed Income ETF in Q2 2023 and held it in 1 quarter.
  • Prosperity Financial Group's UVA Unconstrained Medium-Term Fixed Income ETF position peaked at $315K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held UVA Unconstrained Medium-Term Fixed Income ETF as of Q3 2023.

Based on Prosperity Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.