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Smith, Moore & Co’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Smith, Moore & Co’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,558
Closed -$255K – 392
2022
Q4 		$255K Hold
1,558
– – 0.04% 319
2022
Q3 		$289K Buy
+1,558
New +$257K 0.04% 297

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.32B AUM 16.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Smith, Moore & Co's SARK Position: Q1 2023 in Review

Smith, Moore & Co sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q1 2023, closing a stake of 1,558 shares — an estimated $255K sold.

Smith, Moore & Co first reported a position in SARK in Q3 2022 and held it in 2 quarters. The position peaked at $289K in Q3 2022. 54 funds tracked by Wall St. Rank hold SARK as of Q1 2023.

  • Smith, Moore & Co reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q1 2023 after selling out during the quarter.
  • Smith, Moore & Co sold 1,558 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q1 2023, an estimated $255K.
  • Smith, Moore & Co first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q3 2022 and held it in 2 quarters.
  • Smith, Moore & Co's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $289K in Q3 2022.
  • 54 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q1 2023.

Based on Smith, Moore & Co's 13F filing for Q1 2023, filed 12 May 2023.