Steward Partners Investment Advisory’s Formula Folios Hedged Growth ETF FFHG Stock Holding History

Steward Partners Investment Advisory’s Portfolio FFHG Stock Details FFHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-70	Closed	-$2K	–	3364
2021 Q3	$2K	Hold	70	–	–	﹤0.01%	3032
2021 Q2	$2K	Sell	70 -78	-53%	-$2.74K	﹤0.01%	6910
2021 Q1	$5.01K	Hold	148	–	–	﹤0.01%	3002
2020 Q4	$4K	Hold	148	–	–	﹤0.01%	2599
2020 Q3	$4K	Sell	148 -440	-75%	-$10.9K	﹤0.01%	2459
2020 Q2	$14K	Hold	588	–	–	﹤0.01%	1919
2020 Q1	$13K	Buy	+588	New	+$15.6K	﹤0.01%	1774

Other funds holding FFHG

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

GWM

Grand Wealth Management Grand Rapids, Michigan $212M AUM 18.89% 1-Year Est. Return

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

LFG

Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Steward Partners Investment Advisory's FFHG Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of Formula Folios Hedged Growth ETF (FFHG) in Q4 2021, closing a stake of 70 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in FFHG in Q1 2020 and held it in 7 quarters. The position peaked at $14K in Q2 2020. 12 funds tracked by Wall St. Rank hold FFHG as of Q4 2021.

Steward Partners Investment Advisory reported no remaining Formula Folios Hedged Growth ETF position as of Q4 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 70 Formula Folios Hedged Growth ETF shares in Q4 2021, an estimated $2K.
Steward Partners Investment Advisory first reported a position in Formula Folios Hedged Growth ETF in Q1 2020 and held it in 7 quarters.
Steward Partners Investment Advisory's Formula Folios Hedged Growth ETF position peaked at $14K in Q2 2020.
12 funds tracked by Wall St. Rank held Formula Folios Hedged Growth ETF as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.