U.S. Capital Wealth Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$5.51K	–	958
2022 Q4	$5.51K	Buy	+200	New	+$5.48K	﹤0.01%	1366

Other funds holding FRDM

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's FRDM Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Freedom 100 Emerging Markets ETF (FRDM) in Q1 2023, closing a stake of 200 shares — an estimated $5.51K sold.

U.S. Capital Wealth Advisors first reported a position in FRDM in Q4 2022 and held it in 1 quarter. The position peaked at $5.51K in Q4 2022. 69 funds tracked by Wall St. Rank hold FRDM as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Freedom 100 Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 200 Freedom 100 Emerging Markets ETF shares in Q1 2023, an estimated $5.51K.
U.S. Capital Wealth Advisors first reported a position in Freedom 100 Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Freedom 100 Emerging Markets ETF position peaked at $5.51K in Q4 2022.
69 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.