Ladenburg Thalmann Financial Services’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$24K	Buy	835 +20	+2%	+$566	﹤0.01%	4047
2019 Q3	$23K	Buy	815 +80	+11%	+$2.23K	﹤0.01%	3966
2019 Q2	$21K	Buy	735 +12	+2%	+$335	﹤0.01%	4035
2019 Q1	$20K	Buy	723 +78	+12%	+$2.12K	﹤0.01%	4013
2018 Q4	$17K	Buy	645 +108	+20%	+$2.86K	﹤0.01%	3976
2018 Q3	$15K	Buy	+537	New	+$15K	﹤0.01%	4080

Other funds holding IDHD

RICHC

Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

LWAC

Laurel Wealth Advisors (California) Solana Beach, California $1.01B AUM 13.55% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) stake by 2.5% in Q4 2019, buying an estimated $566 and bringing the position to 835 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

Ladenburg Thalmann Financial Services first reported a position in IDHD in Q3 2018 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold IDHD as of Q4 2019.

Ladenburg Thalmann Financial Services held 835 shares of Invesco S&P International Developed High Dividend Low Volatility ETF worth $24K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 20 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q4 2019, an estimated $566.
Invesco S&P International Developed High Dividend Low Volatility ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4047 holding.
Ladenburg Thalmann Financial Services first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q3 2018 and has held it in 6 quarters since.
10 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q4 2019.

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