Acorn Wealth Advisors’s Invesco LadderRite 0-5 Year Corporate Bond ETF LDRI Stock Holding History

Acorn Wealth Advisors’s Portfolio LDRI Stock Details LDRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,803	Closed	-$223K	–	129
2019 Q4	$223K	Buy	8,803 +8	+0.1%	+$203	0.19%	111
2019 Q3	$222K	Buy	8,795 +12	+0.1%	+$303	0.19%	108
2019 Q2	$222K	Buy	8,783 +15	+0.2%	+$375	0.2%	109
2019 Q1	$218K	Buy	8,768 +11	+0.1%	+$272	0.2%	116
2018 Q4	$215K	Buy	8,757 +12	+0.1%	+$294	0.22%	103
2018 Q3	$214K	Buy	8,745 +9	+0.1%	+$221	0.21%	109
2018 Q2	$214K	Buy	8,736 +9	+0.1%	+$221	0.18%	106
2018 Q1	$214K	Buy	8,727 +8	+0.1%	+$197	0.19%	106
2017 Q4	$217K	Buy	+8,719	New	+$217K	0.2%	94

Acorn Wealth Advisors's LDRI Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of Invesco LadderRite 0-5 Year Corporate Bond ETF (LDRI) in Q1 2020, closing a stake of 8,803 shares — an estimated $223K sold.

Acorn Wealth Advisors first reported a position in LDRI in Q4 2017 and held it in 9 quarters. The position peaked at $223K in Q4 2019. 0 funds tracked by Wall St. Rank hold LDRI as of Q1 2020.

Acorn Wealth Advisors reported no remaining Invesco LadderRite 0-5 Year Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 8,803 Invesco LadderRite 0-5 Year Corporate Bond ETF shares in Q1 2020, an estimated $223K.
Acorn Wealth Advisors first reported a position in Invesco LadderRite 0-5 Year Corporate Bond ETF in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's Invesco LadderRite 0-5 Year Corporate Bond ETF position peaked at $223K in Q4 2019.
0 funds tracked by Wall St. Rank held Invesco LadderRite 0-5 Year Corporate Bond ETF as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.