HFS
TAO

HL Financial Services’s Invesco China Real Estate ETF TAO Stock Holding History

HL Financial Services’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-25,981
Closed -$785K – 718
2018
Q1 		$785K Buy
+25,981
New +$792K 0.01% 402

Other funds holding TAO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

HL Financial Services's TAO Position: Q2 2018 in Review

HL Financial Services sold out of Invesco China Real Estate ETF (TAO) in Q2 2018, closing a stake of 25,981 shares — an estimated $785K sold.

HL Financial Services first reported a position in TAO in Q1 2018 and held it in 1 quarter. The position peaked at $785K in Q1 2018. 26 funds tracked by Wall St. Rank hold TAO as of Q2 2018.

  • HL Financial Services reported no remaining Invesco China Real Estate ETF position as of Q2 2018 after selling out during the quarter.
  • HL Financial Services sold 25,981 Invesco China Real Estate ETF shares in Q2 2018, an estimated $785K.
  • HL Financial Services first reported a position in Invesco China Real Estate ETF in Q1 2018 and held it in 1 quarter.
  • HL Financial Services's Invesco China Real Estate ETF position peaked at $785K in Q1 2018.
  • 26 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.