IHT Wealth Management’s The Long-Term Care ETF OLD Stock Holding History

IHT Wealth Management’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-100	Closed	-$2K	–	1503
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	1545
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	1536
2017 Q3	$2K	Buy	+100	New	+$2.6K	﹤0.01%	1256

Other funds holding OLD

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LTFS

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IHT Wealth Management's OLD Position: Q2 2018 in Review

IHT Wealth Management sold out of The Long-Term Care ETF (OLD) in Q2 2018, closing a stake of 100 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in OLD in Q3 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2018. 11 funds tracked by Wall St. Rank hold OLD as of Q2 2018.

IHT Wealth Management reported no remaining The Long-Term Care ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 100 The Long-Term Care ETF shares in Q2 2018, an estimated $2K.
IHT Wealth Management first reported a position in The Long-Term Care ETF in Q3 2017 and held it in 3 quarters.
IHT Wealth Management's The Long-Term Care ETF position peaked at $2K in Q1 2018.
11 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.