TWM
PSY

Tradition Wealth Management’s Defiance Next Gen Altered Experience ETF PSY Stock Holding History

Tradition Wealth Management’s Portfolio PSY Stock Details PSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-308
Closed -$3K – 1167
2022
Q1 		$3K Buy
308
+8
+3% +$77 ﹤0.01% 1136
2021
Q4 		$4K Hold
300
– – ﹤0.01% 1113
2021
Q3 		$6K Hold
300
– – ﹤0.01% 1018
2021
Q2 		$7K Buy
+300
New +$7.88K ﹤0.01% 1032

Other funds holding PSY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Tradition Wealth Management's PSY Position: Q2 2022 in Review

Tradition Wealth Management sold out of Defiance Next Gen Altered Experience ETF (PSY) in Q2 2022, closing a stake of 308 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in PSY in Q2 2021 and held it in 4 quarters. The position peaked at $7K in Q2 2021. 9 funds tracked by Wall St. Rank hold PSY as of Q2 2022.

  • Tradition Wealth Management reported no remaining Defiance Next Gen Altered Experience ETF position as of Q2 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 308 Defiance Next Gen Altered Experience ETF shares in Q2 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Defiance Next Gen Altered Experience ETF in Q2 2021 and held it in 4 quarters.
  • Tradition Wealth Management's Defiance Next Gen Altered Experience ETF position peaked at $7K in Q2 2021.
  • 9 funds tracked by Wall St. Rank held Defiance Next Gen Altered Experience ETF as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.