LTFS
NFO

Ladenburg Thalmann Financial Services’s Invesco Insider Sentiment ETF NFO Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$48K Hold
669
– – ﹤0.01% 3558
2019
Q3 		$47K Hold
669
– – ﹤0.01% 3507
2019
Q2 		$47K Sell
669
-393
-37% -$26.3K ﹤0.01% 3519
2019
Q1 		$69K Sell
1,062
-275
-21% -$17.1K ﹤0.01% 3177
2018
Q4 		$75K Hold
1,337
– – ﹤0.01% 2970
2018
Q3 		$89K Sell
1,337
-223
-14% -$14.7K ﹤0.01% 2920
2018
Q2 		$99K Hold
1,560
– – ﹤0.01% 2764
2018
Q1 		$99K Buy
1,560
+234
+18% +$14.8K ﹤0.01% 2764
2017
Q4 		$82K Hold
1,326
– – ﹤0.01% 2867
2017
Q3 		$79K Buy
1,326
+42
+3% +$2.4K ﹤0.01% 2760
2017
Q2 		$71K Hold
1,284
– – ﹤0.01% 2763
2017
Q1 		$68K Buy
1,284
+14
+1% +$723 ﹤0.01% 2675
2016
Q4 		$63K Buy
1,270
+55
+5% +$2.71K ﹤0.01% 2681
2016
Q3 		$61K Hold
1,215
– – ﹤0.01% 2649
2016
Q2 		$58K Hold
1,215
– – ﹤0.01% 2569
2016
Q1 		$56K Buy
1,215
+11
+0.9% +$479 ﹤0.01% 2516
2015
Q4 		$56K Sell
1,204
-145
-11% -$6.88K ﹤0.01% 2480
2015
Q3 		$60K Sell
1,349
-849
-39% -$41K ﹤0.01% 2349
2015
Q2 		$111K Sell
2,198
-395
-15% -$20K ﹤0.01% 2030
2015
Q1 		$128K Sell
2,593
-426
-14% -$20.8K ﹤0.01% 1913
2014
Q4 		$148K Buy
3,019
+2,241
+288% +$107K ﹤0.01% 1639
2014
Q3 		$36K Sell
778
-473
-38% -$22.9K ﹤0.01% 2246
2014
Q2 		$62K Buy
1,251
+232
+23% +$11.1K ﹤0.01% 1913
2014
Q1 		$49K Buy
1,019
+116
+13% +$5.42K ﹤0.01% 1998
2013
Q4 		$42K Buy
903
+64
+8% +$2.87K ﹤0.01% 2041
2013
Q3 		$36K Buy
839
+398
+90% +$16.9K ﹤0.01% 2056
2013
Q2 		$18K Buy
+441
New +$17.6K ﹤0.01% 2420

Other funds holding NFO

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services held its Invesco Insider Sentiment ETF (NFO) position steady in Q4 2019 at 669 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #3558.

Ladenburg Thalmann Financial Services first reported a position in NFO in Q2 2013 and has held it in 27 quarters since. The position peaked at $148K in Q4 2014. 31 funds tracked by Wall St. Rank hold NFO as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 669 shares of Invesco Insider Sentiment ETF worth $48K as of Q4 2019.
  • Ladenburg Thalmann Financial Services left its Invesco Insider Sentiment ETF share count unchanged in Q4 2019.
  • Invesco Insider Sentiment ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3558 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco Insider Sentiment ETF in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Invesco Insider Sentiment ETF position peaked at $148K in Q4 2014.
  • 31 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q4 2019.

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