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UWM
USAdvisors Wealth Management’s
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
Stock Holding History
USAdvisors Wealth Management’s Portfolio
LMBS Stock Details
LMBS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-4,426
Closed
-$210K
–
118
2022
Q3
$210K
Buy
4,426
+18
+0.4%
+$868
0.11%
110
2022
Q2
$213K
Sell
4,408
-177
-4%
-$8.6K
0.11%
107
2022
Q1
$224K
Sell
4,585
-280
-6%
-$13.9K
0.1%
111
2021
Q4
$243K
Sell
4,865
-366
-7%
-$18.4K
0.1%
108
2021
Q3
$265K
Buy
5,231
+12
+0.2%
+$609
0.11%
94
2021
Q2
$266K
Sell
5,219
-6,736
-56%
-$344K
0.14%
95
2021
Q1
$610K
Sell
11,955
-19,354
-62%
-$994K
0.3%
67
2020
Q4
$1.61M
Sell
31,309
-3,966
-11%
-$205K
0.77%
32
2020
Q3
$1.82K
Sell
35,275
-1,555
-4%
-$80.5K
0.28%
26
2020
Q2
$1.9M
Buy
36,830
+4,794
+15%
+$248K
1.01%
23
2020
Q1
$1.63M
Buy
32,036
+22,685
+243%
+$1.18M
1.01%
20
2019
Q4
$484K
Buy
+9,351
New
+$485K
0.25%
47
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25.12%
1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
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1-Year Est. Return
RJFSA
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$75B AUM
31.89%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
RJA
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St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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