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Prosperity Wealth Management’s Subversive Congressional Republicans Trading ETF GOP Stock Holding History

Prosperity Wealth Management’s Portfolio GOP Stock Details GOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,960
Closed -$449K – 233
2024
Q2 		$449K Buy
+14,960
New +$443K 0.22% 93

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Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Concord Wealth Partners
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
WR Wealth Planners
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
Hollencrest Capital Management
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
LRI Investments
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prosperity Wealth Management's GOP Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Subversive Congressional Republicans Trading ETF (GOP) in Q3 2024, closing a stake of 14,960 shares — an estimated $449K sold.

Prosperity Wealth Management first reported a position in GOP in Q2 2024 and held it in 1 quarter. The position peaked at $449K in Q2 2024. 16 funds tracked by Wall St. Rank hold GOP as of Q3 2024.

  • Prosperity Wealth Management reported no remaining Subversive Congressional Republicans Trading ETF position as of Q3 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 14,960 Subversive Congressional Republicans Trading ETF shares in Q3 2024, an estimated $449K.
  • Prosperity Wealth Management first reported a position in Subversive Congressional Republicans Trading ETF in Q2 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Subversive Congressional Republicans Trading ETF position peaked at $449K in Q2 2024.
  • 16 funds tracked by Wall St. Rank held Subversive Congressional Republicans Trading ETF as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.