Princeton Global Asset Management’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Princeton Global Asset Management’s Portfolio LDRS Stock Details LDRS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,972	Closed	-$63K	–	387
2019 Q2	$63K	Sell	2,972 -1,344	-31%	-$28.4K	0.04%	199
2019 Q1	$92K	Buy	+4,316	New	+$92.4K	0.06%	158

Other funds holding LDRS

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Princeton Global Asset Management's LDRS Position: Q3 2019 in Review

Princeton Global Asset Management sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q3 2019, closing a stake of 2,972 shares — an estimated $63K sold.

Princeton Global Asset Management first reported a position in LDRS in Q1 2019 and held it in 2 quarters. The position peaked at $92K in Q1 2019. 9 funds tracked by Wall St. Rank hold LDRS as of Q3 2019.

Princeton Global Asset Management reported no remaining Innovator IBD ETF Leaders ETF position as of Q3 2019 after selling out during the quarter.
Princeton Global Asset Management sold 2,972 Innovator IBD ETF Leaders ETF shares in Q3 2019, an estimated $63K.
Princeton Global Asset Management first reported a position in Innovator IBD ETF Leaders ETF in Q1 2019 and held it in 2 quarters.
Princeton Global Asset Management's Innovator IBD ETF Leaders ETF position peaked at $92K in Q1 2019.
9 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q3 2019.

Based on Princeton Global Asset Management's 13F filing for Q3 2019, filed 3 Dec 2019.