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Strategic Financial Concepts’s ROBO Global Artificial Intelligence ETF THNQ Stock Holding History

Strategic Financial Concepts’s Portfolio THNQ Stock Details THNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-120,572
Closed -$2.79K – 689
2024
Q2 		$2.79K Buy
+120,572
New +$5.2M ﹤0.01% 523

Other funds holding THNQ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Financial Concepts's THNQ Position: Q3 2024 in Review

Strategic Financial Concepts sold out of ROBO Global Artificial Intelligence ETF (THNQ) in Q3 2024, closing a stake of 120,572 shares — an estimated $2.79K sold.

Strategic Financial Concepts first reported a position in THNQ in Q2 2024 and held it in 1 quarter. The position peaked at $2.79K in Q2 2024. 42 funds tracked by Wall St. Rank hold THNQ as of Q3 2024.

  • Strategic Financial Concepts reported no remaining ROBO Global Artificial Intelligence ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 120,572 ROBO Global Artificial Intelligence ETF shares in Q3 2024, an estimated $2.79K.
  • Strategic Financial Concepts first reported a position in ROBO Global Artificial Intelligence ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's ROBO Global Artificial Intelligence ETF position peaked at $2.79K in Q2 2024.
  • 42 funds tracked by Wall St. Rank held ROBO Global Artificial Intelligence ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.