Tactive Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Tactive Advisors’s Portfolio XBIL Stock Details XBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,000	Closed	-$451K	–	100
2023 Q3	$451K	Sell	9,000 -1,100	-11%	-$55.1K	0.39%	38
2023 Q2	$507K	Hold	10,100	–	–	0.39%	36
2023 Q1	$508K	Buy	+10,100	New	+$507K	0.38%	29

Other funds holding XBIL

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Acorn Financial Advisory Services Reston, Virginia $730M AUM 27.76% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Commonwealth Equity Services

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

David Kennon Sarasota, Florida $279M AUM 13.75% 1-Year Est. Return