Wingate Wealth Advisors
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Wingate Wealth Advisors’s Roundhill Video Games ETF NERD Stock Holding History

Wingate Wealth Advisors’s Portfolio NERD Stock Details NERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-303
Closed -$5.99K – 301
2024
Q4 		$5.99K Buy
+303
New +$5.82K 0.01% 377

Other funds holding NERD

Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Wingate Wealth Advisors's NERD Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Roundhill Video Games ETF (NERD) in Q1 2025, closing a stake of 303 shares — an estimated $5.99K sold.

Wingate Wealth Advisors first reported a position in NERD in Q4 2024 and held it in 1 quarter. The position peaked at $5.99K in Q4 2024. 18 funds tracked by Wall St. Rank hold NERD as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Roundhill Video Games ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 303 Roundhill Video Games ETF shares in Q1 2025, an estimated $5.99K.
  • Wingate Wealth Advisors first reported a position in Roundhill Video Games ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Roundhill Video Games ETF position peaked at $5.99K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Roundhill Video Games ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.