Trivant Custom Portfolio Group
AIED

Trivant Custom Portfolio Group’s Defiance LLM Catalyst Momentum ETF AIED Stock Holding History

Trivant Custom Portfolio Group’s Portfolio AIED Stock Details AIED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$3.77K – 108
2025
Q1 		$3.77K Hold
100
– – ﹤0.01% 171
2024
Q4 		$4.52K Buy
+100
New +$4.5K ﹤0.01% 174

Other funds holding AIED

Prostatis Group
Prostatis Group Hanover, Maryland $429M AUM 26.55% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Retirement Partners
Global Retirement Partners San Rafael, California $6.54B AUM

Trivant Custom Portfolio Group's AIED Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of Defiance LLM Catalyst Momentum ETF (AIED) in Q2 2025, closing a stake of 100 shares — an estimated $3.77K sold.

Trivant Custom Portfolio Group first reported a position in AIED in Q4 2024 and held it in 2 quarters. The position peaked at $4.52K in Q4 2024. 14 funds tracked by Wall St. Rank hold AIED as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining Defiance LLM Catalyst Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 100 Defiance LLM Catalyst Momentum ETF shares in Q2 2025, an estimated $3.77K.
  • Trivant Custom Portfolio Group first reported a position in Defiance LLM Catalyst Momentum ETF in Q4 2024 and held it in 2 quarters.
  • Trivant Custom Portfolio Group's Defiance LLM Catalyst Momentum ETF position peaked at $4.52K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Defiance LLM Catalyst Momentum ETF as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.