U.S. Capital Wealth Advisors’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-350	Closed	-$14K	–	1482
2022 Q4	$14K	Buy	+350	New	+$14K	﹤0.01%	1196

Other funds holding ULST

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

David Kennon Sarasota, Florida $302M AUM 12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Continuum Advisory Eagle, Idaho $1.24B AUM 30.12% 1-Year Est. Return

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

U.S. Capital Wealth Advisors sold out of State Street Ultra Short Term Bond ETF (ULST) in Q1 2023, closing a stake of 350 shares — an estimated $14K sold.

U.S. Capital Wealth Advisors first reported a position in ULST in Q4 2022 and held it in 1 quarter. The position peaked at $14K in Q4 2022. 93 funds tracked by Wall St. Rank hold ULST as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining State Street Ultra Short Term Bond ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 350 State Street Ultra Short Term Bond ETF shares in Q1 2023, an estimated $14K.
U.S. Capital Wealth Advisors first reported a position in State Street Ultra Short Term Bond ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's State Street Ultra Short Term Bond ETF position peaked at $14K in Q4 2022.
93 funds tracked by Wall St. Rank held State Street Ultra Short Term Bond ETF as of Q1 2023.

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