LTFS
PUW

Ladenburg Thalmann Financial Services’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-264
Closed -$6K – 5492
2018
Q4 		$6K Buy
264
+1
+0.4% +$24 ﹤0.01% 4551
2018
Q3 		$7K Sell
263
-56
-18% -$1.47K ﹤0.01% 4491
2018
Q2 		$8K Hold
319
– – ﹤0.01% 4413
2018
Q1 		$8K Buy
+319
New +$8.42K ﹤0.01% 4413
2015
Q3 		– Sell
-643
Closed -$17K – 4818
2015
Q2 		$17K Hold
643
– – ﹤0.01% 3351
2015
Q1 		$17K Hold
643
– – ﹤0.01% 3309
2014
Q4 		$17K Hold
643
– – ﹤0.01% 3113
2014
Q3 		$19K Hold
643
– – ﹤0.01% 2727
2014
Q2 		$22K Sell
643
-100
-13% -$3.29K ﹤0.01% 2606
2014
Q1 		$24K Hold
743
– – ﹤0.01% 2458
2013
Q4 		$24K Sell
743
-500
-40% -$15.2K ﹤0.01% 2437
2013
Q3 		$36K Sell
1,243
-174
-12% -$4.95K ﹤0.01% 2055
2013
Q2 		$38K Buy
+1,417
New +$39.3K ﹤0.01% 1911

Ladenburg Thalmann Financial Services's PUW Position: Q1 2019 in Review

Ladenburg Thalmann Financial Services sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q1 2019, closing a stake of 264 shares — an estimated $6K sold.

Ladenburg Thalmann Financial Services first reported a position in PUW in Q2 2013 and held it in 13 quarters. The position peaked at $38K in Q2 2013. 0 funds tracked by Wall St. Rank hold PUW as of Q1 2019.

  • Ladenburg Thalmann Financial Services reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q1 2019 after selling out during the quarter.
  • Ladenburg Thalmann Financial Services sold 264 Invesco WilderHill Progressive Energy ETF shares in Q1 2019, an estimated $6K.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco WilderHill Progressive Energy ETF in Q2 2013 and held it in 13 quarters.
  • Ladenburg Thalmann Financial Services's Invesco WilderHill Progressive Energy ETF position peaked at $38K in Q2 2013.
  • 0 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q1 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q1 2019, filed 15 May 2019.