IFP Advisors’s Invesco Canadian Energy Income ETF ENY Stock Holding History

IFP Advisors’s Portfolio ENY Stock Details ENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-500	Closed	-$4K	–	4284
2017 Q3	$4K	Hold	500	–	–	﹤0.01%	3571
2017 Q2	$4K	Hold	500	–	–	﹤0.01%	3568
2017 Q1	$4K	Hold	500	–	–	﹤0.01%	3467
2016 Q4	$5K	Hold	500	–	–	﹤0.01%	3355
2016 Q3	$4K	Hold	500	–	–	﹤0.01%	3395
2016 Q2	$4K	Buy	+500	New	+$4.1K	﹤0.01%	3301

Other funds holding ENY

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

RIA

RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 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

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

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

LTFS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's ENY Position: Q4 2017 in Review

IFP Advisors sold out of Invesco Canadian Energy Income ETF (ENY) in Q4 2017, closing a stake of 500 shares — an estimated $4K sold.

IFP Advisors first reported a position in ENY in Q2 2016 and held it in 6 quarters. The position peaked at $5K in Q4 2016. 17 funds tracked by Wall St. Rank hold ENY as of Q4 2017.

IFP Advisors reported no remaining Invesco Canadian Energy Income ETF position as of Q4 2017 after selling out during the quarter.
IFP Advisors sold 500 Invesco Canadian Energy Income ETF shares in Q4 2017, an estimated $4K.
IFP Advisors first reported a position in Invesco Canadian Energy Income ETF in Q2 2016 and held it in 6 quarters.
IFP Advisors's Invesco Canadian Energy Income ETF position peaked at $5K in Q4 2016.
17 funds tracked by Wall St. Rank held Invesco Canadian Energy Income ETF as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.