Advisor Group’s ARK Israel Innovative Technology ETF IZRL Stock Holding History

Advisor Group’s Portfolio IZRL Stock Details IZRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$11K	Buy	472 +100	+27%	+$2.16K	﹤0.01%	4302
2019 Q3	$8K	Hold	372	–	–	﹤0.01%	4453
2019 Q2	$8K	Buy	372 +122	+49%	+$2.59K	﹤0.01%	4477
2019 Q1	$5K	Hold	250	–	–	﹤0.01%	4682
2018 Q4	$5K	Hold	250	–	–	﹤0.01%	4511
2018 Q3	$5K	Hold	250	–	–	﹤0.01%	4592
2018 Q2	$5K	Buy	+250	New	+$5.08K	﹤0.01%	4387

Other funds holding IZRL

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GWS

Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return

Advisor Group's IZRL Position: Q4 2019 in Review

Advisor Group increased its ARK Israel Innovative Technology ETF (IZRL) stake by 27% in Q4 2019, buying an estimated $2.16K and bringing the position to 472 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4302.

Advisor Group first reported a position in IZRL in Q2 2018 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold IZRL as of Q4 2019.

Advisor Group held 472 shares of ARK Israel Innovative Technology ETF worth $11K as of Q4 2019.
Advisor Group bought 100 ARK Israel Innovative Technology ETF shares in Q4 2019, an estimated $2.16K.
ARK Israel Innovative Technology ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4302 holding.
Advisor Group first reported a position in ARK Israel Innovative Technology ETF in Q2 2018 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held ARK Israel Innovative Technology ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.