Janney Montgomery Scott
LDRS

Janney Montgomery Scott’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Janney Montgomery Scott’s Portfolio LDRS Stock Details LDRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,400
Closed -$201K – 2095
2018
Q4 		$201K Sell
9,400
-1,500
-14% -$34.3K ﹤0.01% 1772
2018
Q3 		$277K Buy
10,900
+1,000
+10% +$25.4K ﹤0.01% 1768
2018
Q2 		$249K Buy
+9,900
New +$245K ﹤0.01% 1746

Other funds holding LDRS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
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
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott's LDRS Position: Q1 2019 in Review

Janney Montgomery Scott sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q1 2019, closing a stake of 9,400 shares — an estimated $201K sold.

Janney Montgomery Scott first reported a position in LDRS in Q2 2018 and held it in 3 quarters. The position peaked at $277K in Q3 2018. 11 funds tracked by Wall St. Rank hold LDRS as of Q1 2019.

  • Janney Montgomery Scott reported no remaining Innovator IBD ETF Leaders ETF position as of Q1 2019 after selling out during the quarter.
  • Janney Montgomery Scott sold 9,400 Innovator IBD ETF Leaders ETF shares in Q1 2019, an estimated $201K.
  • Janney Montgomery Scott first reported a position in Innovator IBD ETF Leaders ETF in Q2 2018 and held it in 3 quarters.
  • Janney Montgomery Scott's Innovator IBD ETF Leaders ETF position peaked at $277K in Q3 2018.
  • 11 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q1 2019.

Based on Janney Montgomery Scott's 13F filing for Q1 2019, filed 30 Apr 2019.