TS Financial Group (TSFG)’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

TS Financial Group (TSFG)’s Portfolio HAUZ Stock Details HAUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1	Closed	-$1K	–	951
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	948
2023 Q2	$0	Hold	1	–	–	﹤0.01%	1021
2023 Q1	$0	Hold	1	–	–	﹤0.01%	979
2022 Q4	$0	Hold	1	–	–	﹤0.01%	996
2022 Q3	$0	Sell	1 -127	-99%	-$2.81K	﹤0.01%	987
2022 Q2	$3K	Buy	+128	New	+$3.13K	﹤0.01%	721

Other funds holding HAUZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JCIA

Jackson Creek Investment Advisors Castle Rock, Colorado $340M AUM 52.49% 1-Year Est. Return

SFP

Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

TS Financial Group (TSFG)'s HAUZ Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of Xtrackers International Real Estate ETF (HAUZ) in Q4 2023, closing a stake of 1 share — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in HAUZ in Q2 2022 and held it in 6 quarters. The position peaked at $3K in Q2 2022. 64 funds tracked by Wall St. Rank hold HAUZ as of Q4 2023.

TS Financial Group (TSFG) reported no remaining Xtrackers International Real Estate ETF position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 1 Xtrackers International Real Estate ETF share in Q4 2023, an estimated $1K.
TS Financial Group (TSFG) first reported a position in Xtrackers International Real Estate ETF in Q2 2022 and held it in 6 quarters.
TS Financial Group (TSFG)'s Xtrackers International Real Estate ETF position peaked at $3K in Q2 2022.
64 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.