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Selective Wealth Management’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

Selective Wealth Management’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-100
Closed -$4K – 762
2022
Q1 		$4K Hold
100
– – ﹤0.01% 608
2021
Q4 		$4K Hold
100
– – ﹤0.01% 566
2021
Q3 		$3K Sell
100
-100
-50% -$3.46K ﹤0.01% 517
2021
Q2 		$7K Buy
+200
New +$6.69K 0.01% 381

Other funds holding BOUT

HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

Selective Wealth Management's BOUT Position: Q2 2022 in Review

Selective Wealth Management sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in BOUT in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 13 funds tracked by Wall St. Rank hold BOUT as of Q2 2022.

  • Selective Wealth Management reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q2 2022 after selling out during the quarter.
  • Selective Wealth Management sold 100 CapForce IBD Breakout Opportunities ETF shares in Q2 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in CapForce IBD Breakout Opportunities ETF in Q2 2021 and held it in 4 quarters.
  • Selective Wealth Management's CapForce IBD Breakout Opportunities ETF position peaked at $7K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.