Tempus Wealth Planning’s ProShares Morningstar Alternatives Solution ETF ALTS Stock Holding History

Tempus Wealth Planning’s Portfolio ALTS Stock Details ALTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,442	Closed	-$250K	–	148
2022 Q1	$250K	Sell	6,442 -45,610	-88%	-$1.75M	0.18%	116
2021 Q4	$2.02M	Buy	52,052 +1,053	+2%	+$41.2K	1.09%	22
2021 Q3	$1.98M	Sell	50,999 -594	-1%	-$23.2K	1.12%	20
2021 Q2	$2.03M	Buy	51,593 +5,660	+12%	+$223K	1.35%	15
2021 Q1	$1.78M	Buy	+45,933	New	+$1.74M	1.88%	13

Other funds holding ALTS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tempus Wealth Planning's ALTS Position: Q2 2022 in Review

Tempus Wealth Planning sold out of ProShares Morningstar Alternatives Solution ETF (ALTS) in Q2 2022, closing a stake of 6,442 shares — an estimated $250K sold.

Tempus Wealth Planning first reported a position in ALTS in Q1 2021 and held it in 5 quarters. The position peaked at $2.03M in Q2 2021. 1 fund tracked by Wall St. Rank holds ALTS as of Q2 2022.

Tempus Wealth Planning reported no remaining ProShares Morningstar Alternatives Solution ETF position as of Q2 2022 after selling out during the quarter.
Tempus Wealth Planning sold 6,442 ProShares Morningstar Alternatives Solution ETF shares in Q2 2022, an estimated $250K.
Tempus Wealth Planning first reported a position in ProShares Morningstar Alternatives Solution ETF in Q1 2021 and held it in 5 quarters.
Tempus Wealth Planning's ProShares Morningstar Alternatives Solution ETF position peaked at $2.03M in Q2 2021.
1 fund tracked by Wall St. Rank held ProShares Morningstar Alternatives Solution ETF as of Q2 2022.

Based on Tempus Wealth Planning's 13F filing for Q2 2022, filed 5 Aug 2022.