IHT Wealth Management’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-592	Closed	-$14K	–	1424
2018 Q1	$14K	Buy	592 +222	+60%	+$5.37K	﹤0.01%	1096
2017 Q4	$10K	Hold	370	–	–	﹤0.01%	1209
2017 Q3	$10K	Buy	370 +189	+104%	+$5.12K	﹤0.01%	974
2017 Q2	$2	Buy	+181	New	+$4.91K	﹤0.01%	1258

Other funds holding ROOF

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

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

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

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

RJA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

IHT Wealth Management sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q2 2018, closing a stake of 592 shares — an estimated $14K sold.

IHT Wealth Management first reported a position in ROOF in Q2 2017 and held it in 4 quarters. The position peaked at $14K in Q1 2018. 37 funds tracked by Wall St. Rank hold ROOF as of Q2 2018.

IHT Wealth Management reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 592 NYLI CBRE NextGen Real Estate ETF shares in Q2 2018, an estimated $14K.
IHT Wealth Management first reported a position in NYLI CBRE NextGen Real Estate ETF in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's NYLI CBRE NextGen Real Estate ETF position peaked at $14K in Q1 2018.
37 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q2 2018.

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