Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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SPIA
Steward Partners Investment Advisory’s
FT Vest Gold Strategy Quarterly Buffer ETF
BGLD
Stock Holding History
Steward Partners Investment Advisory’s Portfolio
BGLD Stock Details
BGLD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-110
Closed
-$2.24K
–
3753
2024
Q2
$2.24K
Hold
110
–
–
﹤0.01%
3259
2024
Q1
$2.17K
Hold
110
–
–
﹤0.01%
3274
2023
Q4
$2.07K
Hold
110
–
–
﹤0.01%
3196
2023
Q3
$2.09K
Buy
+110
New
+$2.09K
﹤0.01%
3075
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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