IA
FRN

IFP Advisors’s Invesco Frontier Markets ETF FRN Stock Holding History

IFP Advisors’s Portfolio FRN Stock Details FRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,200
Closed -$15K – 3798
2018
Q4 		$15K Hold
1,200
– – ﹤0.01% 2313
2018
Q3 		$16K Hold
1,200
– – ﹤0.01% 2602
2018
Q2 		$17K Buy
+1,200
New +$18.1K ﹤0.01% 2592

Other funds holding FRN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

IFP Advisors's FRN Position: Q1 2019 in Review

IFP Advisors sold out of Invesco Frontier Markets ETF (FRN) in Q1 2019, closing a stake of 1,200 shares — an estimated $15K sold.

IFP Advisors first reported a position in FRN in Q2 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 36 funds tracked by Wall St. Rank hold FRN as of Q1 2019.

  • IFP Advisors reported no remaining Invesco Frontier Markets ETF position as of Q1 2019 after selling out during the quarter.
  • IFP Advisors sold 1,200 Invesco Frontier Markets ETF shares in Q1 2019, an estimated $15K.
  • IFP Advisors first reported a position in Invesco Frontier Markets ETF in Q2 2018 and held it in 3 quarters.
  • IFP Advisors's Invesco Frontier Markets ETF position peaked at $17K in Q2 2018.
  • 36 funds tracked by Wall St. Rank held Invesco Frontier Markets ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.