AG
LFEQ icon

Advisor Group’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Advisor Group’s Portfolio LFEQ Stock Details LFEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$42K Hold
1,400
– – ﹤0.01% 3525
2019
Q3 		$39K Hold
1,400
– – ﹤0.01% 3559
2019
Q2 		$39K Hold
1,400
– – ﹤0.01% 3539
2019
Q1 		$37K Hold
1,400
– – ﹤0.01% 3586
2018
Q4 		$34K Hold
1,400
– – ﹤0.01% 3459
2018
Q3 		$40K Hold
1,400
– – ﹤0.01% 3444
2018
Q2 		$37K Hold
1,400
– – ﹤0.01% 3322
2018
Q1 		$36K Buy
+1,400
New +$37.6K ﹤0.01% 3316

Other funds holding LFEQ

ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Advisor Group's LFEQ Position: Q4 2019 in Review

Advisor Group held its VanEck Long/Flat Trend ETF (LFEQ) position steady in Q4 2019 at 1,400 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3525.

Advisor Group first reported a position in LFEQ in Q1 2018 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold LFEQ as of Q4 2019.

  • Advisor Group held 1,400 shares of VanEck Long/Flat Trend ETF worth $42K as of Q4 2019.
  • Advisor Group left its VanEck Long/Flat Trend ETF share count unchanged in Q4 2019.
  • VanEck Long/Flat Trend ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3525 holding.
  • Advisor Group first reported a position in VanEck Long/Flat Trend ETF in Q1 2018 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q4 2019.

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