SHFP
MOHR

Second Half Financial Partners’s Mohr Growth ETF MOHR Stock Holding History

Second Half Financial Partners’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38,156
Closed -$755K – 152
2023
Q2 		$755K Buy
+38,156
New +$740K 0.17% 92

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Second Half Financial Partners's MOHR Position: Q3 2023 in Review

Second Half Financial Partners sold out of Mohr Growth ETF (MOHR) in Q3 2023, closing a stake of 38,156 shares — an estimated $755K sold.

Second Half Financial Partners first reported a position in MOHR in Q2 2023 and held it in 1 quarter. The position peaked at $755K in Q2 2023. 7 funds tracked by Wall St. Rank hold MOHR as of Q3 2023.

  • Second Half Financial Partners reported no remaining Mohr Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 38,156 Mohr Growth ETF shares in Q3 2023, an estimated $755K.
  • Second Half Financial Partners first reported a position in Mohr Growth ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Mohr Growth ETF position peaked at $755K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.