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SFG Wealth Management’s Columbia Research Enhanced Value ETF REVS Stock Holding History

SFG Wealth Management’s Portfolio REVS Stock Details REVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-42,024
Closed -$857K – 98
2023
Q3 		$857K Buy
+42,024
New +$885K 0.68% 30

Other funds holding REVS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HGERS
Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

SFG Wealth Management's REVS Position: Q4 2023 in Review

SFG Wealth Management sold out of Columbia Research Enhanced Value ETF (REVS) in Q4 2023, closing a stake of 42,024 shares — an estimated $857K sold.

SFG Wealth Management first reported a position in REVS in Q3 2023 and held it in 1 quarter. The position peaked at $857K in Q3 2023. 13 funds tracked by Wall St. Rank hold REVS as of Q4 2023.

  • SFG Wealth Management reported no remaining Columbia Research Enhanced Value ETF position as of Q4 2023 after selling out during the quarter.
  • SFG Wealth Management sold 42,024 Columbia Research Enhanced Value ETF shares in Q4 2023, an estimated $857K.
  • SFG Wealth Management first reported a position in Columbia Research Enhanced Value ETF in Q3 2023 and held it in 1 quarter.
  • SFG Wealth Management's Columbia Research Enhanced Value ETF position peaked at $857K in Q3 2023.
  • 13 funds tracked by Wall St. Rank held Columbia Research Enhanced Value ETF as of Q4 2023.

Based on SFG Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.