BTS
LVL

BB&T Securities’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

BB&T Securities’s Portfolio LVL Stock Details LVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$184K Hold
15,549
– – ﹤0.01% 1525
2019
Q2 		$183K Sell
15,549
-2,039
-12% -$23.6K ﹤0.01% 1544
2019
Q1 		$199K Hold
17,588
– – ﹤0.01% 1509
2018
Q4 		$180K Sell
17,588
-36
-0.2% -$383 ﹤0.01% 1374
2018
Q3 		$193K Hold
17,624
– – ﹤0.01% 1488
2018
Q2 		$190K Hold
17,624
– – ﹤0.01% 1461
2018
Q1 		$192K Buy
+17,624
New +$199K ﹤0.01% 1412

Other funds holding LVL

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return