WIM
TMAT icon

Westside Investment Management’s Main Thematic Innovation ETF TMAT Stock Holding History

Westside Investment Management’s Portfolio TMAT Stock Details TMAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55
Closed -$817 – 856
2023
Q2 		$817 Buy
+55
New +$768 ﹤0.01% 806

Other funds holding TMAT

MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Westside Investment Management's TMAT Position: Q3 2023 in Review

Westside Investment Management sold out of Main Thematic Innovation ETF (TMAT) in Q3 2023, closing a stake of 55 shares — an estimated $817 sold.

Westside Investment Management first reported a position in TMAT in Q2 2023 and held it in 1 quarter. The position peaked at $817 in Q2 2023. 22 funds tracked by Wall St. Rank hold TMAT as of Q3 2023.

  • Westside Investment Management reported no remaining Main Thematic Innovation ETF position as of Q3 2023 after selling out during the quarter.
  • Westside Investment Management sold 55 Main Thematic Innovation ETF shares in Q3 2023, an estimated $817.
  • Westside Investment Management first reported a position in Main Thematic Innovation ETF in Q2 2023 and held it in 1 quarter.
  • Westside Investment Management's Main Thematic Innovation ETF position peaked at $817 in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Main Thematic Innovation ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.