Advisornet Financial’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Advisornet Financial’s Portfolio LDRS Stock Details LDRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,825	Closed	-$39K	–	1694
2018 Q4	$39K	Sell	1,825 -300	-14%	-$6.86K	0.01%	747
2018 Q3	$54K	Sell	2,125 -775	-27%	-$19.7K	0.01%	698
2018 Q2	$73K	Buy	2,900 +310	+12%	+$7.66K	0.01%	609
2018 Q1	$64K	Buy	2,590 +1,990	+332%	+$51.1K	0.01%	636
2017 Q4	$15K	Buy	+600	New	+$15.2K	﹤0.01%	934

Other funds holding LDRS

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PGAM

Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Advisornet Financial's LDRS Position: Q1 2019 in Review

Advisornet Financial sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q1 2019, closing a stake of 1,825 shares — an estimated $39K sold.

Advisornet Financial first reported a position in LDRS in Q4 2017 and held it in 5 quarters. The position peaked at $73K in Q2 2018. 11 funds tracked by Wall St. Rank hold LDRS as of Q1 2019.

Advisornet Financial reported no remaining Innovator IBD ETF Leaders ETF position as of Q1 2019 after selling out during the quarter.
Advisornet Financial sold 1,825 Innovator IBD ETF Leaders ETF shares in Q1 2019, an estimated $39K.
Advisornet Financial first reported a position in Innovator IBD ETF Leaders ETF in Q4 2017 and held it in 5 quarters.
Advisornet Financial's Innovator IBD ETF Leaders ETF position peaked at $73K in Q2 2018.
11 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q1 2019.

Based on Advisornet Financial's 13F filing for Q1 2019, filed 14 May 2019.