Ladenburg Thalmann Financial Services’s Inspire Corporate Bond ETF IBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$917K	Buy	35,674 +3,443	+11%	+$88.6K	0.01%	1341
2019 Q3	$827K	Buy	32,231 +2,037	+7%	+$52.4K	0.01%	1374
2019 Q2	$774K	Buy	30,194 +2,843	+10%	+$71.7K	0.01%	1402
2019 Q1	$687K	Buy	27,351 +5,334	+24%	+$132K	0.01%	1445
2018 Q4	$538K	Buy	22,017 +1,978	+10%	+$48.2K	﹤0.01%	1482
2018 Q3	$491K	Buy	20,039 +5,265	+36%	+$129K	﹤0.01%	1615
2018 Q2	$362K	Hold	14,774	–	–	﹤0.01%	1802
2018 Q1	$362K	Buy	14,774 +12,174	+468%	+$303K	﹤0.01%	1802
2017 Q4	$65K	Buy	2,600 +2,000	+333%	+$50.4K	﹤0.01%	3042
2017 Q3	$15K	Buy	+600	New	+$15.1K	﹤0.01%	3841

Other funds holding IBD

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Inspire Corporate Bond ETF (IBD) stake by 11% in Q4 2019, buying an estimated $88.6K and bringing the position to 35,674 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #1341.

Ladenburg Thalmann Financial Services first reported a position in IBD in Q3 2017 and has held it in 10 quarters since. 32 funds tracked by Wall St. Rank hold IBD as of Q4 2019.

Ladenburg Thalmann Financial Services held 35,674 shares of Inspire Corporate Bond ETF worth $917K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,443 Inspire Corporate Bond ETF shares in Q4 2019, an estimated $88.6K.
Inspire Corporate Bond ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1341 holding.
Ladenburg Thalmann Financial Services first reported a position in Inspire Corporate Bond ETF in Q3 2017 and has held it in 10 quarters since.
32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2019.

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