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Valley National Advisers’s Tradr 2X Long Innovation ETFShort Innovation Daily ETF SARK Stock Holding History

Valley National Advisers’s Portfolio SARK Stock Details SARK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33
Closed -$4K – 963
2022
Q4 		$4K Buy
+33
New +$6.06K ﹤0.01% 691

Other funds holding SARK

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
CAM
Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $482M AUM 18.94% 1-Year Est. Return
MDSL
M.D. Sass LLC New York $1.32B AUM 16.01% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valley National Advisers's SARK Position: Q1 2023 in Review

Valley National Advisers sold out of Tradr 2X Long Innovation ETFShort Innovation Daily ETF (SARK) in Q1 2023, closing a stake of 33 shares — an estimated $4K sold.

Valley National Advisers first reported a position in SARK in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 54 funds tracked by Wall St. Rank hold SARK as of Q1 2023.

  • Valley National Advisers reported no remaining Tradr 2X Long Innovation ETFShort Innovation Daily ETF position as of Q1 2023 after selling out during the quarter.
  • Valley National Advisers sold 33 Tradr 2X Long Innovation ETFShort Innovation Daily ETF shares in Q1 2023, an estimated $4K.
  • Valley National Advisers first reported a position in Tradr 2X Long Innovation ETFShort Innovation Daily ETF in Q4 2022 and held it in 1 quarter.
  • Valley National Advisers's Tradr 2X Long Innovation ETFShort Innovation Daily ETF position peaked at $4K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Tradr 2X Long Innovation ETFShort Innovation Daily ETF as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.