Financial Advocates Investment Management’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Financial Advocates Investment Management’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 Q3	–	Sell	-105,388	Closed	-$2.65M	–	531
2018 Q2	$2.65M	Sell	105,388 -5,861	-5%	-$145K	0.32%	80
2018 Q1	$2.74M	Buy	111,249 +61,717	+125%	+$1.59M	0.36%	69
2017 Q4	$638K	Buy	+49,532	New	+$1.26M	0.09%	225

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Financial Advocates Investment Management's LDRS Position: Q3 2018 in Review

Financial Advocates Investment Management sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q3 2018, closing a stake of 105,388 shares — an estimated $2.65M sold.

Financial Advocates Investment Management first reported a position in LDRS in Q4 2017 and held it in 3 quarters. The position peaked at $2.74M in Q1 2018. 18 funds tracked by Wall St. Rank hold LDRS as of Q3 2018.

Financial Advocates Investment Management reported no remaining Innovator IBD ETF Leaders ETF position as of Q3 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 105,388 Innovator IBD ETF Leaders ETF shares in Q3 2018, an estimated $2.65M.
Financial Advocates Investment Management first reported a position in Innovator IBD ETF Leaders ETF in Q4 2017 and held it in 3 quarters.
Financial Advocates Investment Management's Innovator IBD ETF Leaders ETF position peaked at $2.74M in Q1 2018.
18 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q3 2018.

Based on Financial Advocates Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.