Wealthcare Advisory Partners’s DeltaShares S&P 600 Managed Risk ETF DMRS Stock Holding History

Wealthcare Advisory Partners’s Portfolio DMRS Stock Details DMRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,745	Closed	-$144K	–	1455
2019 Q3	$144K	Sell	2,745 -1,213	-31%	-$63.7K	0.02%	322
2019 Q2	$211K	Buy	+3,958	New	+$208K	0.03%	264

Other funds holding DMRS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's DMRS Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of DeltaShares S&P 600 Managed Risk ETF (DMRS) in Q4 2019, closing a stake of 2,745 shares — an estimated $144K sold.

Wealthcare Advisory Partners first reported a position in DMRS in Q2 2019 and held it in 2 quarters. The position peaked at $211K in Q2 2019. 6 funds tracked by Wall St. Rank hold DMRS as of Q4 2019.

Wealthcare Advisory Partners reported no remaining DeltaShares S&P 600 Managed Risk ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,745 DeltaShares S&P 600 Managed Risk ETF shares in Q4 2019, an estimated $144K.
Wealthcare Advisory Partners first reported a position in DeltaShares S&P 600 Managed Risk ETF in Q2 2019 and held it in 2 quarters.
Wealthcare Advisory Partners's DeltaShares S&P 600 Managed Risk ETF position peaked at $211K in Q2 2019.
6 funds tracked by Wall St. Rank held DeltaShares S&P 600 Managed Risk ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.