LTFS
ESGF

Ladenburg Thalmann Financial Services’s Invesco Global ESG Revenue ETF ESGF Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio ESGF Stock Details ESGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$29K Hold
930
– – ﹤0.01% 3924
2019
Q3 		$27K Hold
930
– – ﹤0.01% 3863
2019
Q2 		$28K Buy
+930
New +$27.2K ﹤0.01% 3860

Other funds holding ESGF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ladenburg Thalmann Financial Services's ESGF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services held its Invesco Global ESG Revenue ETF (ESGF) position steady in Q4 2019 at 930 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3924.

Ladenburg Thalmann Financial Services first reported a position in ESGF in Q2 2019 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ESGF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 930 shares of Invesco Global ESG Revenue ETF worth $29K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Invesco Global ESG Revenue ETF share count unchanged in Q4 2019.
  • Invesco Global ESG Revenue ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3924 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Global ESG Revenue ETF in Q2 2019 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Invesco Global ESG Revenue ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.