Rise Advisors’s IQ ARB Global Resources GRES Stock Holding History

Rise Advisors’s Portfolio GRES Stock Details GRES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-243	Closed	-$7.96K	–	704
2023 Q2	$7.96K	Buy	243 +3	+1%	+$100	0.01%	372
2023 Q1	$8.17K	Buy	240 +6	+3%	+$209	0.01%	393
2022 Q4	$7.98K	Hold	234	–	–	0.01%	384
2022 Q3	$7K	Buy	234 +3	+1%	+$93	0.01%	407
2022 Q2	$7K	Buy	+231	New	+$7.88K	0.01%	408

Other funds holding GRES

Morgan Stanley New York $1.66T AUM 25.57% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

CWM

Consultiva Wealth Management San Juan, Puerto Rico $34.5M AUM 31.52% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Rise Advisors's GRES Position: Q3 2023 in Review

Rise Advisors sold out of IQ ARB Global Resources (GRES) in Q3 2023, closing a stake of 243 shares — an estimated $7.96K sold.

Rise Advisors first reported a position in GRES in Q2 2022 and held it in 5 quarters. The position peaked at $8.17K in Q1 2023. 27 funds tracked by Wall St. Rank hold GRES as of Q3 2023.

Rise Advisors reported no remaining IQ ARB Global Resources position as of Q3 2023 after selling out during the quarter.
Rise Advisors sold 243 IQ ARB Global Resources shares in Q3 2023, an estimated $7.96K.
Rise Advisors first reported a position in IQ ARB Global Resources in Q2 2022 and held it in 5 quarters.
Rise Advisors's IQ ARB Global Resources position peaked at $8.17K in Q1 2023.
27 funds tracked by Wall St. Rank held IQ ARB Global Resources as of Q3 2023.

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