West Financial Advisors’s Gotham Enhanced 500 ETF GSPY Stock Holding History

West Financial Advisors’s Portfolio GSPY Stock Details GSPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$2K	–	174
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	144
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	137
2021 Q1	$2K	Buy	+100	New	+$2.07K	﹤0.01%	141

Other funds holding GSPY

GAM

Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

West Financial Advisors's GSPY Position: Q4 2021 in Review

West Financial Advisors sold out of Gotham Enhanced 500 ETF (GSPY) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

West Financial Advisors first reported a position in GSPY in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 5 funds tracked by Wall St. Rank hold GSPY as of Q4 2021.

West Financial Advisors reported no remaining Gotham Enhanced 500 ETF position as of Q4 2021 after selling out during the quarter.
West Financial Advisors sold 100 Gotham Enhanced 500 ETF shares in Q4 2021, an estimated $2K.
West Financial Advisors first reported a position in Gotham Enhanced 500 ETF in Q1 2021 and held it in 3 quarters.
West Financial Advisors's Gotham Enhanced 500 ETF position peaked at $2K in Q3 2021.
5 funds tracked by Wall St. Rank held Gotham Enhanced 500 ETF as of Q4 2021.

Based on West Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.