WP
HDRO

WealthShield Partners’s Defiance Next Gen H2 ETF HDRO Stock Holding History

WealthShield Partners’s Portfolio HDRO Stock Details HDRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-38
Closed -$8K – 1183
2021
Q1 		$8K Buy
+38
New +$8.08K ﹤0.01% 869

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EIP
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ASN
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
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CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

WealthShield Partners's HDRO Position: Q2 2021 in Review

WealthShield Partners sold out of Defiance Next Gen H2 ETF (HDRO) in Q2 2021, closing a stake of 38 shares — an estimated $8K sold.

WealthShield Partners first reported a position in HDRO in Q1 2021 and held it in 1 quarter. The position peaked at $8K in Q1 2021. 8 funds tracked by Wall St. Rank hold HDRO as of Q2 2021.

  • WealthShield Partners reported no remaining Defiance Next Gen H2 ETF position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 38 Defiance Next Gen H2 ETF shares in Q2 2021, an estimated $8K.
  • WealthShield Partners first reported a position in Defiance Next Gen H2 ETF in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Defiance Next Gen H2 ETF position peaked at $8K in Q1 2021.
  • 8 funds tracked by Wall St. Rank held Defiance Next Gen H2 ETF as of Q2 2021.

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