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SOA Wealth Advisors’s Goose Hollow Tactical Allocation ETF GHTA Stock Holding History

SOA Wealth Advisors’s Portfolio GHTA Stock Details GHTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-165
Closed -$4.52K – 880
2024
Q1 		$4.52K Hold
165
– – ﹤0.01% 620
2023
Q4 		$4.55K Hold
165
– – ﹤0.01% 609
2023
Q3 		$4.17K Hold
165
– – ﹤0.01% 641
2023
Q2 		$4.25K Hold
165
– – ﹤0.01% 643
2023
Q1 		$4.27K Hold
165
– – ﹤0.01% 641
2022
Q4 		$4.08K Buy
+165
New +$3.98K ﹤0.01% 650

Other funds holding GHTA

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SOA Wealth Advisors's GHTA Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Goose Hollow Tactical Allocation ETF (GHTA) in Q2 2024, closing a stake of 165 shares — an estimated $4.52K sold.

SOA Wealth Advisors first reported a position in GHTA in Q4 2022 and held it in 6 quarters. The position peaked at $4.55K in Q4 2023. 6 funds tracked by Wall St. Rank hold GHTA as of Q2 2024.

  • SOA Wealth Advisors reported no remaining Goose Hollow Tactical Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 165 Goose Hollow Tactical Allocation ETF shares in Q2 2024, an estimated $4.52K.
  • SOA Wealth Advisors first reported a position in Goose Hollow Tactical Allocation ETF in Q4 2022 and held it in 6 quarters.
  • SOA Wealth Advisors's Goose Hollow Tactical Allocation ETF position peaked at $4.55K in Q4 2023.
  • 6 funds tracked by Wall St. Rank held Goose Hollow Tactical Allocation ETF as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.