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Stratos Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Stratos Wealth Advisors’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-67
Closed -$2K – 305
2020
Q1 		$2K Buy
+67
New +$2.87K ﹤0.01% 278

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stratos Wealth Advisors's IAT Position: Q2 2020 in Review

Stratos Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2020, closing a stake of 67 shares — an estimated $2K sold.

Stratos Wealth Advisors first reported a position in IAT in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 96 funds tracked by Wall St. Rank hold IAT as of Q2 2020.

  • Stratos Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2020 after selling out during the quarter.
  • Stratos Wealth Advisors sold 67 iShares US Regional Banks ETF shares in Q2 2020, an estimated $2K.
  • Stratos Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q1 2020 and held it in 1 quarter.
  • Stratos Wealth Advisors's iShares US Regional Banks ETF position peaked at $2K in Q1 2020.
  • 96 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2020.

Based on Stratos Wealth Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.