SteelPeak Wealth’s SoFi Weekly Income ETF TGIF Stock Holding History

SteelPeak Wealth’s Portfolio TGIF Stock Details TGIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,269	Closed	-$242K	–	485
2021 Q2	$242K	Sell	2,269 -121	-5%	-$12.8K	0.02%	367
2021 Q1	$251K	Buy	2,390 +414	+21%	+$43K	0.02%	324
2020 Q4	$205K	Buy	+1,976	New	+$201K	0.02%	303

Other funds holding TGIF

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SteelPeak Wealth's TGIF Position: Q3 2021 in Review

SteelPeak Wealth sold out of SoFi Weekly Income ETF (TGIF) in Q3 2021, closing a stake of 2,269 shares — an estimated $242K sold.

SteelPeak Wealth first reported a position in TGIF in Q4 2020 and held it in 3 quarters. The position peaked at $251K in Q1 2021. 3 funds tracked by Wall St. Rank hold TGIF as of Q3 2021.

SteelPeak Wealth reported no remaining SoFi Weekly Income ETF position as of Q3 2021 after selling out during the quarter.
SteelPeak Wealth sold 2,269 SoFi Weekly Income ETF shares in Q3 2021, an estimated $242K.
SteelPeak Wealth first reported a position in SoFi Weekly Income ETF in Q4 2020 and held it in 3 quarters.
SteelPeak Wealth's SoFi Weekly Income ETF position peaked at $251K in Q1 2021.
3 funds tracked by Wall St. Rank held SoFi Weekly Income ETF as of Q3 2021.

Based on SteelPeak Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.