AG
OLD

Advisor Group’s The Long-Term Care ETF OLD Stock Holding History

Advisor Group’s Portfolio OLD Stock Details OLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$99K Buy
3,237
+1,350
+72% +$41.1K ﹤0.01% 2953
2019
Q3 		$58K Buy
+1,887
New +$56.8K ﹤0.01% 3283

Other funds holding OLD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's OLD Position: Q4 2019 in Review

Advisor Group increased its The Long-Term Care ETF (OLD) stake by 72% in Q4 2019, buying an estimated $41.1K and bringing the position to 3,237 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #2953.

Advisor Group first reported a position in OLD in Q3 2019 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold OLD as of Q4 2019.

  • Advisor Group held 3,237 shares of The Long-Term Care ETF worth $99K as of Q4 2019.
  • Advisor Group bought 1,350 The Long-Term Care ETF shares in Q4 2019, an estimated $41.1K.
  • The Long-Term Care ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2953 holding.
  • Advisor Group first reported a position in The Long-Term Care ETF in Q3 2019 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2019.

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