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Scholtz & Company’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Scholtz & Company’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,361
Closed -$1.04M – 46
2022
Q4 		$1.04M Buy
+6,361
New +$1.17M 0.74% 29

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $182M AUM 103.97% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.53B AUM 30.78% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scholtz & Company's SARK Position: Q1 2023 in Review

Scholtz & Company sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q1 2023, closing a stake of 6,361 shares — an estimated $1.04M sold.

Scholtz & Company first reported a position in SARK in Q4 2022 and held it in 1 quarter. The position peaked at $1.04M in Q4 2022. 54 funds tracked by Wall St. Rank hold SARK as of Q1 2023.

  • Scholtz & Company reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q1 2023 after selling out during the quarter.
  • Scholtz & Company sold 6,361 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q1 2023, an estimated $1.04M.
  • Scholtz & Company first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q4 2022 and held it in 1 quarter.
  • Scholtz & Company's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $1.04M in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q1 2023.

Based on Scholtz & Company's 13F filing for Q1 2023, filed 15 May 2023.