Squar Milner Financial Services’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

Squar Milner Financial Services’s Portfolio GVIP Stock Details GVIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-38	Closed	-$1K	–	413
2020 Q1	$1K	Sell	38 -287	-88%	-$17.6K	﹤0.01%	716
2019 Q4	$20K	Buy	+325	New	+$19.2K	0.01%	521
2019 Q3	–	Sell	-609	Closed	-$35K	–	414
2019 Q2	$35K	Sell	609 -121	-17%	-$6.97K	0.02%	389
2019 Q1	$41K	Sell	730 -47	-6%	-$2.56K	0.03%	343
2018 Q4	$38K	Hold	777	–	–	0.04%	320
2018 Q3	$45K	Buy	+777	New	+$44.5K	0.04%	316

Other funds holding GVIP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

GEM

Global Endowment Management Charlotte, North Carolina $896M AUM 13.86% 1-Year Est. Return

SkyOak Wealth Southfield, Michigan $546M AUM 18.14% 1-Year Est. Return

Squar Milner Financial Services's GVIP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2020, closing a stake of 38 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in GVIP in Q3 2018 and held it in 6 quarters. The position peaked at $45K in Q3 2018. 25 funds tracked by Wall St. Rank hold GVIP as of Q2 2020.

Squar Milner Financial Services reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 38 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q3 2018 and held it in 6 quarters.
Squar Milner Financial Services's Goldman Sachs Hedge Industry VIP ETF position peaked at $45K in Q3 2018.
25 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.