SFMG Wealth Advisors’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

SFMG Wealth Advisors’s Portfolio LFEQ Stock Details LFEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-20,254	Closed	-$745K	–	269
2021 Q1	$745K	Sell	20,254 -4,250	-17%	-$152K	0.09%	108
2020 Q4	$849K	Sell	24,504 -65,901	-73%	-$2.2M	0.11%	93
2020 Q3	$2.86M	Sell	90,405 -1,800	-2%	-$56K	0.39%	30
2020 Q2	$2.68M	Sell	92,205 -1,800	-2%	-$49.3K	0.38%	31
2020 Q1	$2.27M	Sell	94,005 -6,776	-7%	-$193K	0.34%	24
2019 Q4	$3.03M	Buy	100,781 +13,419	+15%	+$389K	0.37%	25
2019 Q3	$2.45M	Sell	87,362 -194	-0.2%	-$5.39K	0.33%	24
2019 Q2	$2.49M	Sell	87,556 -20,864	-19%	-$563K	0.34%	25
2019 Q1	$2.88M	Buy	108,420 +6,000	+6%	+$155K	0.42%	25
2018 Q4	$2.52M	Hold	102,420	–	–	0.41%	25
2018 Q3	$2.7M	Buy	+102,420	New	+$2.84M	0.42%	21

Other funds holding LFEQ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

SFMG Wealth Advisors's LFEQ Position: Q2 2021 in Review

SFMG Wealth Advisors sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q2 2021, closing a stake of 20,254 shares — an estimated $745K sold.

SFMG Wealth Advisors first reported a position in LFEQ in Q3 2018 and held it in 11 quarters. The position peaked at $3.03M in Q4 2019. 15 funds tracked by Wall St. Rank hold LFEQ as of Q2 2021.

SFMG Wealth Advisors reported no remaining VanEck Long/Flat Trend ETF position as of Q2 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 20,254 VanEck Long/Flat Trend ETF shares in Q2 2021, an estimated $745K.
SFMG Wealth Advisors first reported a position in VanEck Long/Flat Trend ETF in Q3 2018 and held it in 11 quarters.
SFMG Wealth Advisors's VanEck Long/Flat Trend ETF position peaked at $3.03M in Q4 2019.
15 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q2 2021.

Based on SFMG Wealth Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.