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WealthShield Partners’s CapForce IBD Breakout Opportunities ETF BOUT Stock Holding History

WealthShield Partners’s Portfolio BOUT Stock Details BOUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-200
Closed -$7K – 805
2021
Q1 		$7K Buy
+200
New +$6.87K ﹤0.01% 878

Other funds holding BOUT

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FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

WealthShield Partners's BOUT Position: Q2 2021 in Review

WealthShield Partners sold out of CapForce IBD Breakout Opportunities ETF (BOUT) in Q2 2021, closing a stake of 200 shares — an estimated $7K sold.

WealthShield Partners first reported a position in BOUT in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 11 funds tracked by Wall St. Rank hold BOUT as of Q2 2021.

  • WealthShield Partners reported no remaining CapForce IBD Breakout Opportunities ETF position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 200 CapForce IBD Breakout Opportunities ETF shares in Q2 2021, an estimated $7K.
  • WealthShield Partners first reported a position in CapForce IBD Breakout Opportunities ETF in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's CapForce IBD Breakout Opportunities ETF position peaked at $7K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held CapForce IBD Breakout Opportunities ETF as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.