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WealthPLAN Partners’s FMQQ The Next Frontier Internet & Ecommerce ETF FMQQ Stock Holding History

WealthPLAN Partners’s Portfolio FMQQ Stock Details FMQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-585
Closed -$6.32K – 585
2023
Q2 		$6.32K Hold
585
– – ﹤0.01% 869
2023
Q1 		$6.11K Buy
+585
New +$6.1K ﹤0.01% 965

Other funds holding FMQQ

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
PSB
Piscataqua Savings Bank Portsmouth, New Hampshire $148M AUM 32.61% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

WealthPLAN Partners's FMQQ Position: Q3 2023 in Review

WealthPLAN Partners sold out of FMQQ The Next Frontier Internet & Ecommerce ETF (FMQQ) in Q3 2023, closing a stake of 585 shares — an estimated $6.32K sold.

WealthPLAN Partners first reported a position in FMQQ in Q1 2023 and held it in 2 quarters. The position peaked at $6.32K in Q2 2023. 12 funds tracked by Wall St. Rank hold FMQQ as of Q3 2023.

  • WealthPLAN Partners reported no remaining FMQQ The Next Frontier Internet & Ecommerce ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 585 FMQQ The Next Frontier Internet & Ecommerce ETF shares in Q3 2023, an estimated $6.32K.
  • WealthPLAN Partners first reported a position in FMQQ The Next Frontier Internet & Ecommerce ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's FMQQ The Next Frontier Internet & Ecommerce ETF position peaked at $6.32K in Q2 2023.
  • 12 funds tracked by Wall St. Rank held FMQQ The Next Frontier Internet & Ecommerce ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.