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Realta Investment Advisors’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Realta Investment Advisors’s Portfolio DEEP Stock Details DEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-500
Closed -$16.5K – 785
2023
Q2 		$16.5K Buy
+500
New +$15.8K ﹤0.01% 681
2023
Q1 		– Sell
-500
Closed -$15.1K – 481
2022
Q4 		$15.1K Hold
500
– – ﹤0.01% 677
2022
Q3 		$14K Buy
+500
New +$15.7K ﹤0.01% 654

Other funds holding DEEP

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Realta Investment Advisors's DEEP Position: Q3 2023 in Review

Realta Investment Advisors sold out of Acquirers Small and Micro Deep Value ETF (DEEP) in Q3 2023, closing a stake of 500 shares — an estimated $16.5K sold.

Realta Investment Advisors first reported a position in DEEP in Q3 2022 and held it in 3 quarters. The position peaked at $16.5K in Q2 2023. 20 funds tracked by Wall St. Rank hold DEEP as of Q3 2023.

  • Realta Investment Advisors reported no remaining Acquirers Small and Micro Deep Value ETF position as of Q3 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Acquirers Small and Micro Deep Value ETF shares in Q3 2023, an estimated $16.5K.
  • Realta Investment Advisors first reported a position in Acquirers Small and Micro Deep Value ETF in Q3 2022 and held it in 3 quarters.
  • Realta Investment Advisors's Acquirers Small and Micro Deep Value ETF position peaked at $16.5K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q3 2023.

Based on Realta Investment Advisors's 13F filing for Q3 2023, filed 20 Oct 2023.