SWA
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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 $2.74B AUM 20.71% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return