Institute for Wealth Management’s Invesco China Small Cap ETF HAO Stock Holding History

Institute for Wealth Management’s Portfolio HAO Stock Details HAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-219	Closed	-$6K	–	710
2019 Q4	$6K	Buy	+219	New	+$5.41K	﹤0.01%	631

Institute for Wealth Management's HAO Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco China Small Cap ETF (HAO) in Q1 2020, closing a stake of 219 shares — an estimated $6K sold.

Institute for Wealth Management first reported a position in HAO in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 0 funds tracked by Wall St. Rank hold HAO as of Q1 2020.

Institute for Wealth Management reported no remaining Invesco China Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 219 Invesco China Small Cap ETF shares in Q1 2020, an estimated $6K.
Institute for Wealth Management first reported a position in Invesco China Small Cap ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's Invesco China Small Cap ETF position peaked at $6K in Q4 2019.
0 funds tracked by Wall St. Rank held Invesco China Small Cap ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.