Rise Advisors’s VanEck Durable High Dividend ETF DURA Stock Holding History

Rise Advisors’s Portfolio DURA Stock Details DURA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,443	Closed	-$46K	–	679
2023 Q2	$46K	Buy	1,443 +11	+0.8%	+$343	0.04%	152
2023 Q1	$44.9K	Buy	+1,432	New	+$45K	0.03%	162

Other funds holding DURA

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

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

FMN

Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rise Advisors's DURA Position: Q3 2023 in Review

Rise Advisors sold out of VanEck Durable High Dividend ETF (DURA) in Q3 2023, closing a stake of 1,443 shares — an estimated $46K sold.

Rise Advisors first reported a position in DURA in Q1 2023 and held it in 2 quarters. The position peaked at $46K in Q2 2023. 28 funds tracked by Wall St. Rank hold DURA as of Q3 2023.

Rise Advisors reported no remaining VanEck Durable High Dividend ETF position as of Q3 2023 after selling out during the quarter.
Rise Advisors sold 1,443 VanEck Durable High Dividend ETF shares in Q3 2023, an estimated $46K.
Rise Advisors first reported a position in VanEck Durable High Dividend ETF in Q1 2023 and held it in 2 quarters.
Rise Advisors's VanEck Durable High Dividend ETF position peaked at $46K in Q2 2023.
28 funds tracked by Wall St. Rank held VanEck Durable High Dividend ETF as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.