Claraphi Advisory Network’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Claraphi Advisory Network’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
2018 Q4	–	Sell	-10,850	Closed	-$276K	–	289
2018 Q3	$276K	Sell	10,850 -165	-1%	-$4.19K	0.15%	187
2018 Q2	$278K	Buy	11,015 +485	+5%	+$12K	0.18%	168
2018 Q1	$259K	Buy	+10,530	New	+$271K	0.18%	177

Other funds holding LDRS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LTFS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Claraphi Advisory Network's LDRS Position: Q4 2018 in Review

Claraphi Advisory Network sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q4 2018, closing a stake of 10,850 shares — an estimated $276K sold.

Claraphi Advisory Network first reported a position in LDRS in Q1 2018 and held it in 3 quarters. The position peaked at $278K in Q2 2018. 13 funds tracked by Wall St. Rank hold LDRS as of Q4 2018.

Claraphi Advisory Network reported no remaining Innovator IBD ETF Leaders ETF position as of Q4 2018 after selling out during the quarter.
Claraphi Advisory Network sold 10,850 Innovator IBD ETF Leaders ETF shares in Q4 2018, an estimated $276K.
Claraphi Advisory Network first reported a position in Innovator IBD ETF Leaders ETF in Q1 2018 and held it in 3 quarters.
Claraphi Advisory Network's Innovator IBD ETF Leaders ETF position peaked at $278K in Q2 2018.
13 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q4 2018.

Based on Claraphi Advisory Network's 13F filing for Q4 2018, filed 12 Feb 2019.