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WFG Advisors’s abrdn Physical Precious Metals Basket Shares ETF GLTR Stock Holding History

WFG Advisors’s Portfolio GLTR Stock Details GLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$31K Hold
500
– – 0.01% 828
2017
Q1 		$32K Hold
500
– – 0.01% 777
2016
Q4 		$29K Hold
500
– – 0.01% 847
2016
Q3 		$33K Hold
500
– – 0.01% 810
2016
Q2 		$33K Buy
+500
New +$30.8K 0.01% 806
2015
Q2 		– Sell
-495
Closed -$30K – 1718
2015
Q1 		$30K Hold
495
– – 0.01% 872
2014
Q4 		$30K Sell
495
-560
-53% -$34.9K 0.01% 1083
2014
Q3 		$67K Sell
1,055
-175
-14% -$12.1K 0.01% 812
2014
Q2 		$89K Hold
1,230
– – 0.02% 698
2014
Q1 		$85K Sell
1,230
-135
-10% -$9.46K 0.02% 696
2013
Q4 		$90K Sell
1,365
-935
-41% -$65.2K 0.01% 783
2013
Q3 		$166K Sell
2,300
-1,705
-43% -$123K 0.03% 540
2013
Q2 		$267K Buy
+4,005
New +$308K 0.04% 396

Other funds holding GLTR

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return