Tidal Investments’s Franklin Disruptive Commerce ETF BUYZ Stock Holding History

Tidal Investments’s Portfolio BUYZ Stock Details BUYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,730	Closed	-$214K	–	1431
2023 Q3	$214K	Sell	8,730 -368	-4%	-$9.52K	0.01%	1189
2023 Q2	$238K	Sell	9,098 -44	-0.5%	-$1.07K	0.01%	1140
2023 Q1	$220K	Sell	9,142 -623	-6%	-$14.4K	0.01%	1151
2022 Q4	$202K	Sell	9,765 -119	-1%	-$2.54K	0.01%	1000
2022 Q3	$202K	Sell	9,884 -307	-3%	-$7.08K	0.01%	953
2022 Q2	$213K	Buy	10,191 +867	+9%	+$21.3K	0.01%	973
2022 Q1	$289K	Buy	+9,324	New	+$298K	0.01%	832

Other funds holding BUYZ

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Tidal Investments's BUYZ Position: Q4 2023 in Review

Tidal Investments sold out of Franklin Disruptive Commerce ETF (BUYZ) in Q4 2023, closing a stake of 8,730 shares — an estimated $214K sold.

Tidal Investments first reported a position in BUYZ in Q1 2022 and held it in 7 quarters. The position peaked at $289K in Q1 2022. 10 funds tracked by Wall St. Rank hold BUYZ as of Q4 2023.

Tidal Investments reported no remaining Franklin Disruptive Commerce ETF position as of Q4 2023 after selling out during the quarter.
Tidal Investments sold 8,730 Franklin Disruptive Commerce ETF shares in Q4 2023, an estimated $214K.
Tidal Investments first reported a position in Franklin Disruptive Commerce ETF in Q1 2022 and held it in 7 quarters.
Tidal Investments's Franklin Disruptive Commerce ETF position peaked at $289K in Q1 2022.
10 funds tracked by Wall St. Rank held Franklin Disruptive Commerce ETF as of Q4 2023.

Based on Tidal Investments's 13F filing for Q4 2023, filed 15 Feb 2024.