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Sovereign Financial Group’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Sovereign Financial Group’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
Q4 		– Sell
-2,475
Closed -$295K – 249
2023
Q3 		$295K Buy
+2,475
New +$267K 0.1% 177
2022
Q4 		– Sell
-2,917
Closed -$541K – 226
2022
Q3 		$541K Buy
+2,917
New +$481K 0.22% 103

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCS
Concentric Capital Strategies Stamford, Connecticut $1.19B AUM 44.7% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
GCM
Gunderson Capital Management Mt. Pleasant, South Carolina $370M AUM 211.56% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Sovereign Financial Group's SARK Position: Q4 2023 in Review

Sovereign Financial Group sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q4 2023, closing a stake of 2,475 shares — an estimated $295K sold.

Sovereign Financial Group first reported a position in SARK in Q3 2022 and held it in 2 quarters. The position peaked at $541K in Q3 2022. 34 funds tracked by Wall St. Rank hold SARK as of Q4 2023.

  • Sovereign Financial Group reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q4 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 2,475 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q4 2023, an estimated $295K.
  • Sovereign Financial Group first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q3 2022 and held it in 2 quarters.
  • Sovereign Financial Group's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $541K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q4 2023.

Based on Sovereign Financial Group's 13F filing for Q4 2023, filed 6 Feb 2024.