WWM
ALFA

Western Wealth Management’s AlphaClone Alternative Alpha ETF ALFA Stock Holding History

Western Wealth Management’s Portfolio ALFA Stock Details ALFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,000
Closed -$302K – 639
2021
Q1 		$302K Buy
+4,000
New +$319K 0.04% 399

Other funds holding ALFA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Western Wealth Management's ALFA Position: Q2 2021 in Review

Western Wealth Management sold out of AlphaClone Alternative Alpha ETF (ALFA) in Q2 2021, closing a stake of 4,000 shares — an estimated $302K sold.

Western Wealth Management first reported a position in ALFA in Q1 2021 and held it in 1 quarter. The position peaked at $302K in Q1 2021. 18 funds tracked by Wall St. Rank hold ALFA as of Q2 2021.

  • Western Wealth Management reported no remaining AlphaClone Alternative Alpha ETF position as of Q2 2021 after selling out during the quarter.
  • Western Wealth Management sold 4,000 AlphaClone Alternative Alpha ETF shares in Q2 2021, an estimated $302K.
  • Western Wealth Management first reported a position in AlphaClone Alternative Alpha ETF in Q1 2021 and held it in 1 quarter.
  • Western Wealth Management's AlphaClone Alternative Alpha ETF position peaked at $302K in Q1 2021.
  • 18 funds tracked by Wall St. Rank held AlphaClone Alternative Alpha ETF as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.