Ladenburg Thalmann Financial Services’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio GENY Stock Details GENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$19K	Buy	463 +90	+24%	+$3.55K	﹤0.01%	4191
2019 Q3	$14K	Hold	373	–	–	﹤0.01%	4243
2019 Q2	$14K	Buy	373 +250	+203%	+$9.48K	﹤0.01%	4283
2019 Q1	$5K	Sell	123 -80	-39%	-$2.8K	﹤0.01%	4690
2018 Q4	$6K	Sell	203 -3,603	-95%	-$122K	﹤0.01%	4536
2018 Q3	$147K	Buy	3,806 +3,683	+2,994%	+$140K	﹤0.01%	2543
2018 Q2	$4K	Hold	123	–	–	﹤0.01%	4700
2018 Q1	$4K	Buy	+123	New	+$4.48K	﹤0.01%	4700

Other funds holding GENY

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) stake by 24% in Q4 2019, buying an estimated $3.55K and bringing the position to 463 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4191.

Ladenburg Thalmann Financial Services first reported a position in GENY in Q1 2018 and has held it in 8 quarters since. The position peaked at $147K in Q3 2018. 7 funds tracked by Wall St. Rank hold GENY as of Q4 2019.

Ladenburg Thalmann Financial Services held 463 shares of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF worth $19K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 90 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2019, an estimated $3.55K.
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4191 holding.
Ladenburg Thalmann Financial Services first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2018 and has held it in 8 quarters since.
Ladenburg Thalmann Financial Services's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $147K in Q3 2018.
7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2019.

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