RFWA
ULTR

RPg Family Wealth Advisory’s IQ Ultra Short Duration ETF ULTR Stock Holding History

RPg Family Wealth Advisory’s Portfolio ULTR Stock Details ULTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,387
Closed -$68.7K – 293
2020
Q2 		$68.7K Buy
1,387
+400
+41% +$19.6K 0.04% 147
2020
Q1 		$47.7K Buy
+987
New +$49.2K 0.04% 140

Other funds holding ULTR

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

RPg Family Wealth Advisory's ULTR Position: Q3 2020 in Review

RPg Family Wealth Advisory sold out of IQ Ultra Short Duration ETF (ULTR) in Q3 2020, closing a stake of 1,387 shares — an estimated $68.7K sold.

RPg Family Wealth Advisory first reported a position in ULTR in Q1 2020 and held it in 2 quarters. The position peaked at $68.7K in Q2 2020. 8 funds tracked by Wall St. Rank hold ULTR as of Q3 2020.

  • RPg Family Wealth Advisory reported no remaining IQ Ultra Short Duration ETF position as of Q3 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,387 IQ Ultra Short Duration ETF shares in Q3 2020, an estimated $68.7K.
  • RPg Family Wealth Advisory first reported a position in IQ Ultra Short Duration ETF in Q1 2020 and held it in 2 quarters.
  • RPg Family Wealth Advisory's IQ Ultra Short Duration ETF position peaked at $68.7K in Q2 2020.
  • 8 funds tracked by Wall St. Rank held IQ Ultra Short Duration ETF as of Q3 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2020, filed 10 Nov 2020.