LTFS
XSHQ icon

Ladenburg Thalmann Financial Services’s Invesco S&P SmallCap Quality ETF XSHQ Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio XSHQ Stock Details XSHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Buy
130
+80
+160% +$2.26K ﹤0.01% 4891
2019
Q3 		$1K Hold
50
– – ﹤0.01% 5171
2019
Q2 		$1K Buy
+50
New +$1.35K ﹤0.01% 5165

Other funds holding XSHQ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services increased its Invesco S&P SmallCap Quality ETF (XSHQ) stake by 160% in Q4 2019, buying an estimated $2.26K and bringing the position to 130 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4891.

Ladenburg Thalmann Financial Services first reported a position in XSHQ in Q2 2019 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold XSHQ as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 130 shares of Invesco S&P SmallCap Quality ETF worth $4K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 80 Invesco S&P SmallCap Quality ETF shares in Q4 2019, an estimated $2.26K.
  • Invesco S&P SmallCap Quality ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4891 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Invesco S&P SmallCap Quality ETF in Q2 2019 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Invesco S&P SmallCap Quality ETF as of Q4 2019.

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