Wealthcare Advisory Partners’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-2,200	Closed	-$34K	–	1451
2020 Q1	$34K	Sell	2,200 -250	-10%	-$4.2K	0.01%	595
2019 Q4	$43K	Hold	2,450	–	–	0.01%	584
2019 Q3	$43K	Hold	2,450	–	–	0.01%	571
2019 Q2	$43K	Hold	2,450	–	–	0.01%	548
2019 Q1	$43K	Hold	2,450	–	–	0.01%	499
2018 Q4	$42K	Hold	2,450	–	–	0.01%	469
2018 Q3	$45K	Hold	2,450	–	–	0.01%	495
2018 Q2	$44K	Buy	+2,450	New	+$44.7K	0.01%	487
2018 Q1	–	Sell	-470	Closed	-$9K	–	1277
2017 Q4	$9K	Buy	+470	New	+$8.58K	﹤0.01%	708

Other funds holding SNLN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return