Selective Wealth Management’s Parabla Innovation ETF LZRD Stock Holding History

Selective Wealth Management’s Portfolio LZRD Stock Details LZRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-24,053	Closed	-$279K	–	118
2023 Q2	$279K	Buy	+24,053	New	+$243K	0.14%	82

Other funds holding LZRD

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's LZRD Position: Q3 2023 in Review

Selective Wealth Management sold out of Parabla Innovation ETF (LZRD) in Q3 2023, closing a stake of 24,053 shares — an estimated $279K sold.

Selective Wealth Management first reported a position in LZRD in Q2 2023 and held it in 1 quarter. The position peaked at $279K in Q2 2023. 2 funds tracked by Wall St. Rank hold LZRD as of Q3 2023.

Selective Wealth Management reported no remaining Parabla Innovation ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 24,053 Parabla Innovation ETF shares in Q3 2023, an estimated $279K.
Selective Wealth Management first reported a position in Parabla Innovation ETF in Q2 2023 and held it in 1 quarter.
Selective Wealth Management's Parabla Innovation ETF position peaked at $279K in Q2 2023.
2 funds tracked by Wall St. Rank held Parabla Innovation ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.