LPL Financial
ESGF

LPL Financial’s Invesco Global ESG Revenue ETF ESGF Stock Holding History

LPL Financial’s Portfolio ESGF Stock Details ESGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-33,421
Closed -$1.05M – 3507
2019
Q4 		$1.05M Buy
33,421
+7,087
+27% +$215K ﹤0.01% 1802
2019
Q3 		$767K Buy
+26,334
New +$760K ﹤0.01% 1925

LPL Financial's ESGF Position: Q1 2020 in Review

LPL Financial sold out of Invesco Global ESG Revenue ETF (ESGF) in Q1 2020, closing a stake of 33,421 shares — an estimated $1.05M sold.

LPL Financial first reported a position in ESGF in Q3 2019 and held it in 2 quarters. The position peaked at $1.05M in Q4 2019. 0 funds tracked by Wall St. Rank hold ESGF as of Q1 2020.

  • LPL Financial reported no remaining Invesco Global ESG Revenue ETF position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 33,421 Invesco Global ESG Revenue ETF shares in Q1 2020, an estimated $1.05M.
  • LPL Financial first reported a position in Invesco Global ESG Revenue ETF in Q3 2019 and held it in 2 quarters.
  • LPL Financial's Invesco Global ESG Revenue ETF position peaked at $1.05M in Q4 2019.
  • 0 funds tracked by Wall St. Rank held Invesco Global ESG Revenue ETF as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.