Raymond James Financial Services Advisors’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Raymond James Financial Services Advisors’s Portfolio LFEQ Stock Details LFEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$265K	Hold	5,449	–	–	﹤0.01%	3009
2024 Q2	$251K	Hold	5,449	–	–	﹤0.01%	2986
2024 Q1	$241K	Sell	5,449 -4,254	-44%	-$179K	﹤0.01%	2983
2023 Q4	$389K	Sell	9,703 -35,943	-79%	-$1.38M	﹤0.01%	2567
2023 Q3	$1.71M	Sell	45,646 -819	-2%	-$31.9K	﹤0.01%	1584
2023 Q2	$1.81M	Sell	46,465 -690	-1%	-$25.3K	﹤0.01%	1565
2023 Q1	$1.7M	Buy	47,155 +413	+0.9%	+$14.6K	﹤0.01%	1581
2022 Q4	$1.59M	Sell	46,742 -1,685	-3%	-$57.9K	﹤0.01%	1573
2022 Q3	$1.63M	Sell	48,427 -3,382	-7%	-$122K	﹤0.01%	1542
2022 Q2	$1.93M	Buy	51,809 +2,548	+5%	+$98K	﹤0.01%	1456
2022 Q1	$2.08M	Buy	49,261 +1,547	+3%	+$64K	﹤0.01%	1462
2021 Q4	$2.11M	Buy	47,714 +281	+0.6%	+$12K	﹤0.01%	1501
2021 Q3	$1.9M	Sell	47,433 -21	-0%	-$861	﹤0.01%	1514
2021 Q2	$1.89M	Buy	47,454 +38,078	+406%	+$1.47M	﹤0.01%	1501
2021 Q1	$345K	Buy	+9,376	New	+$335K	﹤0.01%	2534

Other funds holding LFEQ

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

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

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial Services Advisors's LFEQ Position: Q3 2024 in Review

Raymond James Financial Services Advisors held its VanEck Long/Flat Trend ETF (LFEQ) position steady in Q3 2024 at 5,449 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #3009.

Raymond James Financial Services Advisors first reported a position in LFEQ in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.11M in Q4 2021. 11 funds tracked by Wall St. Rank hold LFEQ as of Q3 2024.

Raymond James Financial Services Advisors held 5,449 shares of VanEck Long/Flat Trend ETF worth $265K as of Q3 2024.
Raymond James Financial Services Advisors left its VanEck Long/Flat Trend ETF share count unchanged in Q3 2024.
VanEck Long/Flat Trend ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3009 holding.
Raymond James Financial Services Advisors first reported a position in VanEck Long/Flat Trend ETF in Q1 2021 and has held it in 15 quarters since.
Raymond James Financial Services Advisors's VanEck Long/Flat Trend ETF position peaked at $2.11M in Q4 2021.
11 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.