TFA
TAO

Toth Financial Advisory’s Invesco China Real Estate ETF TAO Stock Holding History

Toth Financial Advisory’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-60
Closed -$2K – 473
2018
Q2 		$2K Hold
60
– – ﹤0.01% 406
2018
Q1 		$2K Hold
60
– – ﹤0.01% 407
2017
Q4 		$2K Buy
+60
New +$1.79K ﹤0.01% 408

Other funds holding TAO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Toth Financial Advisory's TAO Position: Q3 2018 in Review

Toth Financial Advisory sold out of Invesco China Real Estate ETF (TAO) in Q3 2018, closing a stake of 60 shares — an estimated $2K sold.

Toth Financial Advisory first reported a position in TAO in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 22 funds tracked by Wall St. Rank hold TAO as of Q3 2018.

  • Toth Financial Advisory reported no remaining Invesco China Real Estate ETF position as of Q3 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 60 Invesco China Real Estate ETF shares in Q3 2018, an estimated $2K.
  • Toth Financial Advisory first reported a position in Invesco China Real Estate ETF in Q4 2017 and held it in 3 quarters.
  • Toth Financial Advisory's Invesco China Real Estate ETF position peaked at $2K in Q2 2018.
  • 22 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2018.

Based on Toth Financial Advisory's 13F filing for Q3 2018, filed 15 Oct 2018.