Advisor Group’s Invesco Insider Sentiment ETF NFO Stock Holding History

Advisor Group’s Portfolio NFO Stock Details NFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$12K	Sell	169 -133	-44%	-$9.42K	﹤0.01%	4275
2019 Q3	$22K	Buy	302 +110	+57%	+$7.67K	﹤0.01%	3914
2019 Q2	$14K	Buy	192 +23	+14%	+$1.54K	﹤0.01%	4209
2019 Q1	$11K	Sell	169 -497	-75%	-$30.8K	﹤0.01%	4351
2018 Q4	$37K	Buy	666 +93	+16%	+$5.71K	﹤0.01%	3413
2018 Q3	$38K	Sell	573 -1,222	-68%	-$80.8K	﹤0.01%	3492
2018 Q2	$116K	Sell	1,795 -243	-12%	-$15.6K	﹤0.01%	2413
2018 Q1	$129K	Buy	2,038 +1,962	+2,582%	+$124K	﹤0.01%	2344
2017 Q4	$5K	Hold	76	–	–	﹤0.01%	4453
2017 Q3	$4K	Buy	76 +35	+85%	+$2K	﹤0.01%	4398
2017 Q2	$2K	Sell	41 -54	-57%	-$2.96K	﹤0.01%	4575
2017 Q1	$5K	Hold	95	–	–	﹤0.01%	4158
2016 Q4	$5K	Hold	95	–	–	﹤0.01%	3975
2016 Q3	$5K	Hold	95	–	–	﹤0.01%	3942
2016 Q2	$4K	Buy	+95	New	+$4.5K	﹤0.01%	3924

Other funds holding NFO

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Advisor Group's NFO Position: Q4 2019 in Review

Advisor Group reduced its Invesco Insider Sentiment ETF (NFO) stake by 44% in Q4 2019, selling an estimated $9.42K and leaving 169 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4275.

Advisor Group first reported a position in NFO in Q2 2016 and has held it in 15 quarters since. The position peaked at $129K in Q1 2018. 31 funds tracked by Wall St. Rank hold NFO as of Q4 2019.

Advisor Group held 169 shares of Invesco Insider Sentiment ETF worth $12K as of Q4 2019.
Advisor Group sold 133 Invesco Insider Sentiment ETF shares in Q4 2019, an estimated $9.42K.
Invesco Insider Sentiment ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4275 holding.
Advisor Group first reported a position in Invesco Insider Sentiment ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Invesco Insider Sentiment ETF position peaked at $129K in Q1 2018.
31 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q4 2019.

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