ShoreHaven Wealth Partners’s FT Vest Gold Strategy Target Income ETF IGLD Stock Holding History

ShoreHaven Wealth Partners’s Portfolio IGLD Stock Details IGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-79,743	Closed	-$1.52M	–	80
2022 Q4	$1.52M	Sell	79,743 -47,728	-37%	-$886K	1.07%	27
2022 Q3	$2.32M	Sell	127,471 -2,910	-2%	-$55K	1.77%	15
2022 Q2	$2.59M	Sell	130,381 -53,485	-29%	-$1.1M	1.86%	12
2022 Q1	$3.92M	Sell	183,866 -92,582	-33%	-$1.92M	2.07%	18
2021 Q4	$5.63M	Buy	276,448 +4,361	+2%	+$87.5K	2.79%	12
2021 Q3	$5.4M	Buy	272,087 +20,992	+8%	+$423K	2.81%	12
2021 Q2	$5.04M	Buy	+251,095	New	+$5.21M	2.71%	12

Other funds holding IGLD

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ShoreHaven Wealth Partners's IGLD Position: Q1 2023 in Review

ShoreHaven Wealth Partners sold out of FT Vest Gold Strategy Target Income ETF (IGLD) in Q1 2023, closing a stake of 79,743 shares — an estimated $1.52M sold.

ShoreHaven Wealth Partners first reported a position in IGLD in Q2 2021 and held it in 7 quarters. The position peaked at $5.63M in Q4 2021. 28 funds tracked by Wall St. Rank hold IGLD as of Q1 2023.

ShoreHaven Wealth Partners reported no remaining FT Vest Gold Strategy Target Income ETF position as of Q1 2023 after selling out during the quarter.
ShoreHaven Wealth Partners sold 79,743 FT Vest Gold Strategy Target Income ETF shares in Q1 2023, an estimated $1.52M.
ShoreHaven Wealth Partners first reported a position in FT Vest Gold Strategy Target Income ETF in Q2 2021 and held it in 7 quarters.
ShoreHaven Wealth Partners's FT Vest Gold Strategy Target Income ETF position peaked at $5.63M in Q4 2021.
28 funds tracked by Wall St. Rank held FT Vest Gold Strategy Target Income ETF as of Q1 2023.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2023, filed 14 Apr 2023.