Capital Analysts LLC’s Invesco Insider Sentiment ETF NFO Stock Holding History

Capital Analysts LLC’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 Q2	–	Sell	-119	Closed	-$7K	–	723
2019 Q1	$7K	Hold	119	–	–	﹤0.01%	549
2018 Q4	$7K	Hold	119	–	–	﹤0.01%	499
2018 Q3	$8K	Hold	119	–	–	﹤0.01%	460
2018 Q2	$8K	Hold	119	–	–	﹤0.01%	487
2018 Q1	$8K	Hold	119	–	–	﹤0.01%	469
2017 Q4	$7K	Hold	119	–	–	﹤0.01%	409
2017 Q3	$7K	Buy	+119	New	+$6.81K	﹤0.01%	415
2016 Q4	–	Sell	-119	Closed	-$5.96K	–	413
2016 Q3	$5.96K	Buy	+119	New	+$5.94K	﹤0.01%	333

Other funds holding NFO

WMG

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

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

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

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

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

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

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

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

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

BHB

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

Capital Analysts LLC's NFO Position: Q2 2019 in Review

Capital Analysts LLC sold out of Invesco Insider Sentiment ETF (NFO) in Q2 2019, closing a stake of 119 shares — an estimated $7K sold.

Capital Analysts LLC first reported a position in NFO in Q3 2016 and held it in 8 quarters. The position peaked at $8K in Q3 2018. 24 funds tracked by Wall St. Rank hold NFO as of Q2 2019.

Capital Analysts LLC reported no remaining Invesco Insider Sentiment ETF position as of Q2 2019 after selling out during the quarter.
Capital Analysts LLC sold 119 Invesco Insider Sentiment ETF shares in Q2 2019, an estimated $7K.
Capital Analysts LLC first reported a position in Invesco Insider Sentiment ETF in Q3 2016 and held it in 8 quarters.
Capital Analysts LLC's Invesco Insider Sentiment ETF position peaked at $8K in Q3 2018.
24 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q2 2019.

Based on Capital Analysts LLC's 13F filing for Q2 2019, filed 13 Aug 2019.