Investment Update: Benjamin F. Edwards & Company, Inc. Q3 2022 vs. Q4 2022

As we approach the end of 2022, it's time to take a look at some of the changes in holdings of the Benjamin F. Edwards & Company, Inc. fund. In this post, we’ll analyze the key differences between the fund's Q3 2022 and Q4 2022 13F holdings.

First, let's take a closer look at the numbers. The biggest increase in shares was seen in the ISHARES TR HYBB, moving from 1,018,926 shares to 1,859,961 shares - an increase of 88.3%. The biggest decrease in shares was seen in the ISHARES TR IBTE, moving from 298,573 shares to 451,026 shares - an increase of 50.4%.

Now, let's examine the biggest winners and losers of the fourth quarter.

- The biggest winner of the quarter was the ISHARES TR IUSB, increasing shares from 550,574 to 573,938 - an increase of 17.6%.

- The biggest loser of the quarter was the INVESCO ACTIVELY MANAGED ETF FD PDBC, decreasing shares from 1,885,583 to 872,291 - a decrease of 57.7%.

Moving on to individual stocks, the biggest winners and losers of the quarter were:

- The biggest winner was the FIRST TR EXCHANGE-TRADED FD RDVY, increasing shares from 227,779 to 294,980 - an increase of 46.3%.

- The biggest loser was the ISHARES GOLD TR IAU, decreasing shares from 721,217 to 339,425 - a decrease of 48.4%.

Other significant changes worth noting include:

- The ISHARES TR SHY saw an increase in shares from 8,204 to 933,698 - an increase of 11,279.6%.

- The SPDR SER TR SLYV saw a decrease in shares from 589,615 to 484,841 - a decrease of 9.1%.

It is essential to note that these changes do not necessarily spell doom or success for any of the funds or stocks. The most crucial factor for any investor is to evaluate their investment options carefully and not get caught up in the hype or panic.

In Conclusion, Benjamin F. Edwards & Company, Inc. Q3 2022 vs. Q4 2022 has seen some significant changes in holdings. Some stocks showed promise, while others didn’t perform as well. It is crucial for investors to review their options carefully and make informed decisions. As always, investing carries risks, and investors should do their research before committing their money to any security.