Steward Partners Investment Advisory’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
-1,367
Closed -$98K 2836
2019
Q4
$98K Hold
1,367
﹤0.01% 1146
2019
Q3
$95K Hold
1,367
﹤0.01% 1106
2019
Q2
$94K Buy
+1,367
New +$91.3K ﹤0.01% 1084
2018
Q4
Sell
-3,152
Closed -$210K 2579
2018
Q3
$210K Buy
3,152
+429
+16% +$28.4K 0.01% 706
2018
Q2
$176K Buy
+2,723
New +$175K 0.01% 686

Steward Partners Investment Advisory's NFO Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2020, closing a stake of 1,367 shares — an estimated $98K sold.

Steward Partners Investment Advisory first reported a position in NFO in Q2 2018 and held it in 5 quarters. The position peaked at $210K in Q3 2018. 0 funds tracked by Wall St. Rank hold NFO as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Invesco Insider Sentiment ETF position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,367 Invesco Insider Sentiment ETF shares in Q1 2020, an estimated $98K.
  • Steward Partners Investment Advisory first reported a position in Invesco Insider Sentiment ETF in Q2 2018 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Invesco Insider Sentiment ETF position peaked at $210K in Q3 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.