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Silver Oak Securities’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Silver Oak Securities’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
2022
Q3 		– Sell
-5,440
Closed -$203K – 475
2022
Q2 		$203K Sell
5,440
-12,618
-70% -$485K 0.05% 262
2022
Q1 		$752K Buy
+18,058
New +$747K 0.15% 137

Other funds holding LFEQ

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Silver Oak Securities's LFEQ Position: Q3 2022 in Review

Silver Oak Securities sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q3 2022, closing a stake of 5,440 shares — an estimated $203K sold.

Silver Oak Securities first reported a position in LFEQ in Q1 2022 and held it in 2 quarters. The position peaked at $752K in Q1 2022. 14 funds tracked by Wall St. Rank hold LFEQ as of Q3 2022.

  • Silver Oak Securities reported no remaining VanEck Long/Flat Trend ETF position as of Q3 2022 after selling out during the quarter.
  • Silver Oak Securities sold 5,440 VanEck Long/Flat Trend ETF shares in Q3 2022, an estimated $203K.
  • Silver Oak Securities first reported a position in VanEck Long/Flat Trend ETF in Q1 2022 and held it in 2 quarters.
  • Silver Oak Securities's VanEck Long/Flat Trend ETF position peaked at $752K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q3 2022.

Based on Silver Oak Securities's 13F filing for Q3 2022, filed 20 Oct 2022.