Sugarloaf Wealth Management’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

Sugarloaf Wealth Management’s Portfolio YOLO Stock Details YOLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-208	Closed	-$3K	–	770
2021 Q4	$3K	Buy	208 +108	+108%	+$1.62K	﹤0.01%	657
2021 Q3	$2K	Sell	100 -979	-91%	-$17.9K	﹤0.01%	699
2021 Q2	$23K	Buy	1,079 +1	+0.1%	+$21	0.01%	398
2021 Q1	$25	Hold	1,078	–	–	0.01%	372
2020 Q4	$18K	Buy	1,078 +2	+0.2%	+$28	0.01%	401
2020 Q3	$12K	Buy	1,076 +8	+0.7%	+$92	﹤0.01%	441
2020 Q2	$11K	Buy	1,068 +11	+1%	+$104	﹤0.01%	444
2020 Q1	$8K	Buy	1,057 +39	+4%	+$398	﹤0.01%	469
2019 Q4	$12K	Buy	+1,018	New	+$13.1K	0.01%	453

Other funds holding YOLO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

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

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Sugarloaf Wealth Management's YOLO Position: Q1 2022 in Review

Sugarloaf Wealth Management sold out of AdvisorShares Pure Cannabis ETF (YOLO) in Q1 2022, closing a stake of 208 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in YOLO in Q4 2019 and held it in 9 quarters. The position peaked at $23K in Q2 2021. 79 funds tracked by Wall St. Rank hold YOLO as of Q1 2022.

Sugarloaf Wealth Management reported no remaining AdvisorShares Pure Cannabis ETF position as of Q1 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 208 AdvisorShares Pure Cannabis ETF shares in Q1 2022, an estimated $3K.
Sugarloaf Wealth Management first reported a position in AdvisorShares Pure Cannabis ETF in Q4 2019 and held it in 9 quarters.
Sugarloaf Wealth Management's AdvisorShares Pure Cannabis ETF position peaked at $23K in Q2 2021.
79 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q1 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.