Ladenburg Thalmann Financial Services’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Ladenburg Thalmann Financial Services’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 Q4	$152K	Sell	6,711 -1,800	-21%	-$39.9K	﹤0.01%	2718
2019 Q3	$187K	Buy	8,511 +650	+8%	+$14.2K	﹤0.01%	2520
2019 Q2	$166K	Sell	7,861 -7,993	-50%	-$169K	﹤0.01%	2598
2019 Q1	$339K	Buy	15,854 +3,854	+32%	+$82.5K	﹤0.01%	1984
2018 Q4	$257K	Sell	12,000 -5,900	-33%	-$135K	﹤0.01%	2046
2018 Q3	$455K	Buy	17,900 +5,000	+39%	+$127K	﹤0.01%	1687
2018 Q2	$317K	Hold	12,900	–	–	﹤0.01%	1901
2018 Q1	$317K	Buy	12,900 +3,900	+43%	+$100K	﹤0.01%	1901
2017 Q4	$230K	Buy	+9,000	New	+$229K	﹤0.01%	2109

Other funds holding LDRS

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services reduced its Innovator IBD ETF Leaders ETF (LDRS) stake by 21% in Q4 2019, selling an estimated $39.9K and leaving 6,711 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Ladenburg Thalmann Financial Services first reported a position in LDRS in Q4 2017 and has held it in 9 quarters since. The position peaked at $455K in Q3 2018. 10 funds tracked by Wall St. Rank hold LDRS as of Q4 2019.

Ladenburg Thalmann Financial Services held 6,711 shares of Innovator IBD ETF Leaders ETF worth $152K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 1,800 Innovator IBD ETF Leaders ETF shares in Q4 2019, an estimated $39.9K.
Innovator IBD ETF Leaders ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2718 holding.
Ladenburg Thalmann Financial Services first reported a position in Innovator IBD ETF Leaders ETF in Q4 2017 and has held it in 9 quarters since.
Ladenburg Thalmann Financial Services's Innovator IBD ETF Leaders ETF position peaked at $455K in Q3 2018.
10 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q4 2019.

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