Whitney & Co’s Franklin Disruptive Commerce ETF BUYZ Stock Holding History

Whitney & Co’s Portfolio BUYZ Stock Details BUYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,720	Closed	-$208K	–	123
2022 Q1	$208K	Buy	6,720 +155	+2%	+$4.95K	0.03%	126
2021 Q4	$271K	Sell	6,565 -845	-11%	-$40.1K	0.04%	120
2021 Q3	$366K	Hold	7,410	–	–	0.06%	100
2021 Q2	$399K	Buy	7,410 +195	+3%	+$9.81K	0.06%	99
2021 Q1	$356K	Buy	7,215 +1,625	+29%	+$88.5K	0.06%	100
2020 Q4	$306K	Buy	+5,590	New	+$264K	0.05%	106

Other funds holding BUYZ

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Whitney & Co's BUYZ Position: Q2 2022 in Review

Whitney & Co sold out of Franklin Disruptive Commerce ETF (BUYZ) in Q2 2022, closing a stake of 6,720 shares — an estimated $208K sold.

Whitney & Co first reported a position in BUYZ in Q4 2020 and held it in 6 quarters. The position peaked at $399K in Q2 2021. 10 funds tracked by Wall St. Rank hold BUYZ as of Q2 2022.

Whitney & Co reported no remaining Franklin Disruptive Commerce ETF position as of Q2 2022 after selling out during the quarter.
Whitney & Co sold 6,720 Franklin Disruptive Commerce ETF shares in Q2 2022, an estimated $208K.
Whitney & Co first reported a position in Franklin Disruptive Commerce ETF in Q4 2020 and held it in 6 quarters.
Whitney & Co's Franklin Disruptive Commerce ETF position peaked at $399K in Q2 2021.
10 funds tracked by Wall St. Rank held Franklin Disruptive Commerce ETF as of Q2 2022.

Based on Whitney & Co's 13F filing for Q2 2022, filed 5 Aug 2022.