TFA
WIL

Toth Financial Advisory’s iPath Women in Leadership ETN WIL Stock Holding History

Toth Financial Advisory’s Portfolio WIL Stock Details WIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$1K – 841
2021
Q3 		$1K Buy
+200
New +$19.1K ﹤0.01% 740

Other funds holding WIL

SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Toth Financial Advisory's WIL Position: Q4 2021 in Review

Toth Financial Advisory sold out of iPath Women in Leadership ETN (WIL) in Q4 2021, closing a stake of 200 shares — an estimated $1K sold.

Toth Financial Advisory first reported a position in WIL in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 7 funds tracked by Wall St. Rank hold WIL as of Q4 2021.

  • Toth Financial Advisory reported no remaining iPath Women in Leadership ETN position as of Q4 2021 after selling out during the quarter.
  • Toth Financial Advisory sold 200 iPath Women in Leadership ETN shares in Q4 2021, an estimated $1K.
  • Toth Financial Advisory first reported a position in iPath Women in Leadership ETN in Q3 2021 and held it in 1 quarter.
  • Toth Financial Advisory's iPath Women in Leadership ETN position peaked at $1K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held iPath Women in Leadership ETN as of Q4 2021.

Based on Toth Financial Advisory's 13F filing for Q4 2021, filed 31 Jan 2022.