Raymond James Financial Services Advisors’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Raymond James Financial Services Advisors’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
2018 Q4	–	Sell	-21,562	Closed	-$548K	–	2909
2018 Q3	$548K	Sell	21,562 -8,771	-29%	-$223K	﹤0.01%	1841
2018 Q2	$764K	Sell	30,333 -212	-0.7%	-$5.24K	﹤0.01%	1595
2018 Q1	$751K	Buy	+30,545	New	+$785K	﹤0.01%	1488

Other funds holding LDRS

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LTFS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Raymond James Financial Services Advisors's LDRS Position: Q4 2018 in Review

Raymond James Financial Services Advisors sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q4 2018, closing a stake of 21,562 shares — an estimated $548K sold.

Raymond James Financial Services Advisors first reported a position in LDRS in Q1 2018 and held it in 3 quarters. The position peaked at $764K in Q2 2018. 13 funds tracked by Wall St. Rank hold LDRS as of Q4 2018.

Raymond James Financial Services Advisors reported no remaining Innovator IBD ETF Leaders ETF position as of Q4 2018 after selling out during the quarter.
Raymond James Financial Services Advisors sold 21,562 Innovator IBD ETF Leaders ETF shares in Q4 2018, an estimated $548K.
Raymond James Financial Services Advisors first reported a position in Innovator IBD ETF Leaders ETF in Q1 2018 and held it in 3 quarters.
Raymond James Financial Services Advisors's Innovator IBD ETF Leaders ETF position peaked at $764K in Q2 2018.
13 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q4 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.