Waverly Advisors’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Waverly Advisors’s Portfolio EWRM Stock Details EWRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,500	Closed	-$221K	–	190
2018 Q1	$221K	Buy	+3,500	New	+$221K	0.04%	160

Other funds holding EWRM

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $343M AUM 15.24% 1-Year Est. Return

Waverly Advisors's EWRM Position: Q2 2018 in Review

Waverly Advisors sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q2 2018, closing a stake of 3,500 shares — an estimated $221K sold.

Waverly Advisors first reported a position in EWRM in Q1 2018 and held it in 1 quarter. The position peaked at $221K in Q1 2018. 2 funds tracked by Wall St. Rank hold EWRM as of Q2 2018.

Waverly Advisors reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q2 2018 after selling out during the quarter.
Waverly Advisors sold 3,500 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q2 2018, an estimated $221K.
Waverly Advisors first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q1 2018 and held it in 1 quarter.
Waverly Advisors's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $221K in Q1 2018.
2 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q2 2018.

Based on Waverly Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.