Telemus Capital’s iShares US Transportation ETF IYT Stock Holding History

Telemus Capital’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-28,472	Closed	-$1.51M	–	329
2022 Q2	$1.51M	Buy	+28,472	New	+$1.66M	0.15%	129
2022 Q1	–	Sell	-11,716	Closed	-$810K	–	368
2021 Q4	$810K	Buy	+11,716	New	+$783K	0.07%	200

Other funds holding IYT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Telemus Capital's IYT Position: Q3 2022 in Review

Telemus Capital sold out of iShares US Transportation ETF (IYT) in Q3 2022, closing a stake of 28,472 shares — an estimated $1.51M sold.

Telemus Capital first reported a position in IYT in Q4 2021 and held it in 2 quarters. The position peaked at $1.51M in Q2 2022. 174 funds tracked by Wall St. Rank hold IYT as of Q3 2022.

Telemus Capital reported no remaining iShares US Transportation ETF position as of Q3 2022 after selling out during the quarter.
Telemus Capital sold 28,472 iShares US Transportation ETF shares in Q3 2022, an estimated $1.51M.
Telemus Capital first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 2 quarters.
Telemus Capital's iShares US Transportation ETF position peaked at $1.51M in Q2 2022.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2022.

Based on Telemus Capital's 13F filing for Q3 2022, filed 11 Oct 2022.