VWA
QED

Visionary Wealth Advisors’s IQ Hedge Event-Driven Tracker ETF QED Stock Holding History

Visionary Wealth Advisors’s Portfolio QED Stock Details QED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-42,617
Closed -$1.02M – 357
2021
Q2 		$1.02M Buy
42,617
+11,300
+36% +$267K 0.1% 142
2021
Q1 		$735K Buy
+31,317
New +$745K 0.08% 166

Other funds holding QED

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Visionary Wealth Advisors's QED Position: Q3 2021 in Review

Visionary Wealth Advisors sold out of IQ Hedge Event-Driven Tracker ETF (QED) in Q3 2021, closing a stake of 42,617 shares — an estimated $1.02M sold.

Visionary Wealth Advisors first reported a position in QED in Q1 2021 and held it in 2 quarters. The position peaked at $1.02M in Q2 2021. 12 funds tracked by Wall St. Rank hold QED as of Q3 2021.

  • Visionary Wealth Advisors reported no remaining IQ Hedge Event-Driven Tracker ETF position as of Q3 2021 after selling out during the quarter.
  • Visionary Wealth Advisors sold 42,617 IQ Hedge Event-Driven Tracker ETF shares in Q3 2021, an estimated $1.02M.
  • Visionary Wealth Advisors first reported a position in IQ Hedge Event-Driven Tracker ETF in Q1 2021 and held it in 2 quarters.
  • Visionary Wealth Advisors's IQ Hedge Event-Driven Tracker ETF position peaked at $1.02M in Q2 2021.
  • 12 funds tracked by Wall St. Rank held IQ Hedge Event-Driven Tracker ETF as of Q3 2021.

Based on Visionary Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.