Vigilant Capital Management’s Franklin Genomic Advancements ETF HELX Stock Holding History

Vigilant Capital Management’s Portfolio HELX Stock Details HELX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-900	Closed	-$27K	–	468
2022 Q4	$27K	Buy	+900	New	+$27.6K	﹤0.01%	312

Other funds holding HELX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vigilant Capital Management's HELX Position: Q1 2023 in Review

Vigilant Capital Management sold out of Franklin Genomic Advancements ETF (HELX) in Q1 2023, closing a stake of 900 shares — an estimated $27K sold.

Vigilant Capital Management first reported a position in HELX in Q4 2022 and held it in 1 quarter. The position peaked at $27K in Q4 2022. 6 funds tracked by Wall St. Rank hold HELX as of Q1 2023.

Vigilant Capital Management reported no remaining Franklin Genomic Advancements ETF position as of Q1 2023 after selling out during the quarter.
Vigilant Capital Management sold 900 Franklin Genomic Advancements ETF shares in Q1 2023, an estimated $27K.
Vigilant Capital Management first reported a position in Franklin Genomic Advancements ETF in Q4 2022 and held it in 1 quarter.
Vigilant Capital Management's Franklin Genomic Advancements ETF position peaked at $27K in Q4 2022.
6 funds tracked by Wall St. Rank held Franklin Genomic Advancements ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.