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Synergy Asset Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

Synergy Asset Management’s Portfolio HAUZ Stock Details HAUZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-284
Closed -$6.64K – 379
2024
Q4 		$6.64K Buy
+284
New +$6.09K ﹤0.01% 532

Other funds holding HAUZ

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JCIA
Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Synergy Asset Management's HAUZ Position: Q1 2025 in Review

Synergy Asset Management sold out of Xtrackers International Real Estate ETF (HAUZ) in Q1 2025, closing a stake of 284 shares — an estimated $6.64K sold.

Synergy Asset Management first reported a position in HAUZ in Q4 2024 and held it in 1 quarter. The position peaked at $6.64K in Q4 2024. 70 funds tracked by Wall St. Rank hold HAUZ as of Q1 2025.

  • Synergy Asset Management reported no remaining Xtrackers International Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 284 Xtrackers International Real Estate ETF shares in Q1 2025, an estimated $6.64K.
  • Synergy Asset Management first reported a position in Xtrackers International Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Xtrackers International Real Estate ETF position peaked at $6.64K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.