TWP
ALTS

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

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return