Wealthspire Advisors (Maryland)’s Validea Market Legends ETF VALX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VALX Stock Details VALX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-202	Closed	-$6K	–	2659
2018 Q1	$6K	Buy	202 +2	+1%	+$59	﹤0.01%	1781
2017 Q4	$6K	Hold	200	–	–	﹤0.01%	1807
2017 Q3	$6K	Hold	200	–	–	﹤0.01%	1770
2017 Q2	$5K	Buy	+200	New	+$5.35K	﹤0.01%	1793

Other funds holding VALX

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s VALX Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Validea Market Legends ETF (VALX) in Q2 2018, closing a stake of 202 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in VALX in Q2 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 3 funds tracked by Wall St. Rank hold VALX as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Validea Market Legends ETF position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 202 Validea Market Legends ETF shares in Q2 2018, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Validea Market Legends ETF in Q2 2017 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Validea Market Legends ETF position peaked at $6K in Q1 2018.
3 funds tracked by Wall St. Rank held Validea Market Legends ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.