VBFP
ULTR

Valtinson Bruner Financial Planning’s IQ Ultra Short Duration ETF ULTR Stock Holding History

Valtinson Bruner Financial Planning’s Portfolio ULTR Stock Details ULTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,475
Closed -$221K – 100
2021
Q3 		$221K Hold
4,475
– – 0.12% 85
2021
Q2 		$222K Buy
+4,475
New +$222K 0.13% 78

Other funds holding ULTR

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Valtinson Bruner Financial Planning's ULTR Position: Q4 2021 in Review

Valtinson Bruner Financial Planning sold out of IQ Ultra Short Duration ETF (ULTR) in Q4 2021, closing a stake of 4,475 shares — an estimated $221K sold.

Valtinson Bruner Financial Planning first reported a position in ULTR in Q2 2021 and held it in 2 quarters. The position peaked at $222K in Q2 2021. 12 funds tracked by Wall St. Rank hold ULTR as of Q4 2021.

  • Valtinson Bruner Financial Planning reported no remaining IQ Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 4,475 IQ Ultra Short Duration ETF shares in Q4 2021, an estimated $221K.
  • Valtinson Bruner Financial Planning first reported a position in IQ Ultra Short Duration ETF in Q2 2021 and held it in 2 quarters.
  • Valtinson Bruner Financial Planning's IQ Ultra Short Duration ETF position peaked at $222K in Q2 2021.
  • 12 funds tracked by Wall St. Rank held IQ Ultra Short Duration ETF as of Q4 2021.

Based on Valtinson Bruner Financial Planning's 13F filing for Q4 2021, filed 18 Jan 2022.