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Sheaff Brock Investment Advisors’s Nasdaq NDAQ Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,602
Closed -$221K – 536
2022
Q4 		$221K Sell
3,602
-448
-11% -$27.9K 0.02% 398
2022
Q3 		$230K Sell
4,050
-30
-0.7% -$1.76K 0.03% 383
2022
Q2 		$207K Buy
4,080
+204
+5% +$10.8K 0.02% 412
2022
Q1 		$230K Buy
3,876
+171
+5% +$10.1K 0.02% 435
2021
Q4 		$259K Buy
3,705
+270
+8% +$18.4K 0.02% 421
2021
Q3 		$221K Buy
+3,435
New +$216K 0.02% 467
2017
Q1 		– Sell
-11,466
Closed -$257K – 628
2016
Q4 		$257K Sell
11,466
-4,104
-26% -$90.5K 0.03% 452
2016
Q3 		$351K Sell
15,570
-2,781
-15% -$64.2K 0.05% 319
2016
Q2 		$396K Sell
18,351
-735
-4% -$15.7K 0.05% 318
2016
Q1 		$422K Buy
+19,086
New +$393K 0.05% 317

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return