Beacon Pointe Wealth Advisors’s Invesco Multi-Strategy Alternative ETF LALT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-15,748
Closed -$333K 265
2018
Q4
$333K Buy
+15,748
New +$347K 0.12% 157

Beacon Pointe Wealth Advisors's LALT Position: Q1 2019 in Review

Beacon Pointe Wealth Advisors sold out of Invesco Multi-Strategy Alternative ETF (LALT) in Q1 2019, closing a stake of 15,748 shares — an estimated $333K sold.

Beacon Pointe Wealth Advisors first reported a position in LALT in Q4 2018 and held it in 1 quarter. The position peaked at $333K in Q4 2018. 0 funds tracked by Wall St. Rank hold LALT as of Q1 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Invesco Multi-Strategy Alternative ETF position as of Q1 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 15,748 Invesco Multi-Strategy Alternative ETF shares in Q1 2019, an estimated $333K.
  • Beacon Pointe Wealth Advisors first reported a position in Invesco Multi-Strategy Alternative ETF in Q4 2018 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Invesco Multi-Strategy Alternative ETF position peaked at $333K in Q4 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Multi-Strategy Alternative ETF as of Q1 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q1 2019, filed 14 May 2019.