LPL Financial’s Invesco Insider Sentiment ETF NFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,449
| Closed | -$1.11M | – | 3517 |
|
|
2019
Q4 | $1.11M | Sell |
15,449
-38,008
| -71% | -$2.69M | ﹤0.01% | 1753 |
|
|
2019
Q3 | $3.75M | Buy |
53,457
+4,235
| +9% | +$295K | 0.01% | 921 |
|
|
2019
Q2 | $3.39M | Buy |
49,222
+20,807
| +73% | +$1.39M | 0.01% | 955 |
|
|
2019
Q1 | $1.85M | Hold |
28,415
| – | – | ﹤0.01% | 1230 |
|
|
2018
Q4 | $1.61M | Buy |
28,415
+12
| +0% | +$737 | ﹤0.01% | 1200 |
|
|
2018
Q3 | $1.9M | Buy |
28,403
+16,084
| +131% | +$1.06M | ﹤0.01% | 1221 |
|
|
2018
Q2 | $795K | Buy |
12,319
+1,666
| +16% | +$107K | ﹤0.01% | 1794 |
|
|
2018
Q1 | $675K | Buy |
10,653
+3,298
| +45% | +$209K | ﹤0.01% | 1893 |
|
|
2017
Q4 | $456K | Buy |
7,355
+1,209
| +20% | +$74.1K | ﹤0.01% | 2139 |
|
|
2017
Q3 | $363K | Buy |
6,146
+543
| +10% | +$31.1K | ﹤0.01% | 2206 |
|
|
2017
Q2 | $312K | Buy |
5,603
+1,025
| +22% | +$56.2K | ﹤0.01% | 2263 |
|
|
2017
Q1 | $244K | Sell |
4,578
-904
| -16% | -$46.7K | ﹤0.01% | 2358 |
|
|
2016
Q4 | $270K | Sell |
5,482
-585
| -10% | -$28.8K | ﹤0.01% | 2253 |
|
|
2016
Q3 | $299K | Sell |
6,067
-590
| -9% | -$29.4K | ﹤0.01% | 2122 |
|
|
2016
Q2 | $318K | Sell |
6,657
-6,697
| -50% | -$317K | ﹤0.01% | 2023 |
|
|
2016
Q1 | $611K | Sell |
13,354
-1,556
| -10% | -$67.7K | ﹤0.01% | 2020 |
|
|
2015
Q4 | $683K | Buy |
14,910
+8,131
| +120% | +$386K | ﹤0.01% | 1979 |
|
|
2015
Q3 | $315K | Sell |
6,779
-2,669
| -28% | -$129K | ﹤0.01% | 2159 |
|
|
2015
Q2 | $474K | Buy |
9,448
+145
| +2% | +$7.35K | ﹤0.01% | 1935 |
|
|
2015
Q1 | $460K | Sell |
9,303
-24
| -0.3% | -$1.17K | ﹤0.01% | 1908 |
|
|
2014
Q4 | $458K | Sell |
9,327
-191
| -2% | -$9.14K | ﹤0.01% | 1831 |
|
|
2014
Q3 | $438K | Sell |
9,518
-9,834
| -51% | -$476K | ﹤0.01% | 1893 |
|
|
2014
Q2 | $960K | Sell |
19,352
-1,135
| -6% | -$54.1K | 0.01% | 1354 |
|
|
2014
Q1 | $976K | Sell |
20,487
-815
| -4% | -$38.1K | 0.01% | 1283 |
|
|
2013
Q4 | $998K | Buy |
21,302
+130
| +0.6% | +$5.83K | 0.01% | 1251 |
|
|
2013
Q3 | $918K | Buy |
21,172
+7,118
| +51% | +$302K | 0.01% | 1237 |
|
|
2013
Q2 | $561K | Buy |
+14,054
| New | +$560K | ﹤0.01% | 1489 |
|
LPL Financial's NFO Position: Q1 2020 in Review
LPL Financial sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2020, closing a stake of 15,449 shares — an estimated $1.11M sold.
LPL Financial first reported a position in NFO in Q2 2013 and held it in 27 quarters. The position peaked at $3.75M in Q3 2019. 0 funds tracked by Wall St. Rank hold NFO as of Q1 2020.
- LPL Financial reported no remaining Invesco Insider Sentiment ETF position as of Q1 2020 after selling out during the quarter.
- LPL Financial sold 15,449 Invesco Insider Sentiment ETF shares in Q1 2020, an estimated $1.11M.
- LPL Financial first reported a position in Invesco Insider Sentiment ETF in Q2 2013 and held it in 27 quarters.
- LPL Financial's Invesco Insider Sentiment ETF position peaked at $3.75M in Q3 2019.
- 0 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2020.
Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.