Sargent Bickham Lagudis’s ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B SMHB Stock Holding History

Sargent Bickham Lagudis’s Portfolio SMHB Stock Details SMHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-200	Closed	-$3K	–	901
2019 Q4	$3K	Buy	+200	New	+$3.37K	﹤0.01%	748

Other funds holding SMHB

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Sargent Bickham Lagudis's SMHB Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B (SMHB) in Q1 2020, closing a stake of 200 shares — an estimated $3K sold.

Sargent Bickham Lagudis first reported a position in SMHB in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 4 funds tracked by Wall St. Rank hold SMHB as of Q1 2020.

Sargent Bickham Lagudis reported no remaining ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 200 ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B shares in Q1 2020, an estimated $3K.
Sargent Bickham Lagudis first reported a position in ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B in Q4 2019 and held it in 1 quarter.
Sargent Bickham Lagudis's ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B position peaked at $3K in Q4 2019.
4 funds tracked by Wall St. Rank held ETRACS 2x Monthly Pay Leveraged US Small Cap High Dividend ETN Series B as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.