IFP Advisors’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

IFP Advisors’s Portfolio LVL Stock Details LVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,296	Closed	-$24K	–	3914
2018 Q4	$24K	Buy	+2,296	New	+$24.4K	﹤0.01%	2036
2016 Q1	–	Sell	-3,572	Closed	-$31K	–	3958
2015 Q4	$31K	Buy	+3,572	New	+$32.7K	﹤0.01%	1905

Other funds holding LVL

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

RJFSA

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

IFP Advisors's LVL Position: Q1 2019 in Review

IFP Advisors sold out of Invesco S&P Global Dividend Opportunities Index ETF (LVL) in Q1 2019, closing a stake of 2,296 shares — an estimated $24K sold.

IFP Advisors first reported a position in LVL in Q4 2015 and held it in 2 quarters. The position peaked at $31K in Q4 2015. 20 funds tracked by Wall St. Rank hold LVL as of Q1 2019.

IFP Advisors reported no remaining Invesco S&P Global Dividend Opportunities Index ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 2,296 Invesco S&P Global Dividend Opportunities Index ETF shares in Q1 2019, an estimated $24K.
IFP Advisors first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q4 2015 and held it in 2 quarters.
IFP Advisors's Invesco S&P Global Dividend Opportunities Index ETF position peaked at $31K in Q4 2015.
20 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q1 2019.

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