Wagner Wealth Management (South Carolina)’s Invesco S&P Global Dividend Opportunities Index ETF LVL Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio LVL Stock Details LVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$9K	Hold	800	–	–	0.01%	437
2018 Q2	$9K	Hold	800	–	–	0.01%	416
2018 Q1	$9K	Hold	800	–	–	0.01%	384
2017 Q4	$9K	Buy	+800	New	+$8.88K	0.01%	433

Other funds holding LVL

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s LVL Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Invesco S&P Global Dividend Opportunities Index ETF (LVL) position steady in Q3 2018 at 800 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #437.

Wagner Wealth Management (South Carolina) first reported a position in LVL in Q4 2017 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold LVL as of Q3 2018.

Wagner Wealth Management (South Carolina) held 800 shares of Invesco S&P Global Dividend Opportunities Index ETF worth $9K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Invesco S&P Global Dividend Opportunities Index ETF share count unchanged in Q3 2018.
Invesco S&P Global Dividend Opportunities Index ETF made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #437 holding.
Wagner Wealth Management (South Carolina) first reported a position in Invesco S&P Global Dividend Opportunities Index ETF in Q4 2017 and has held it in 4 quarters since.
23 funds tracked by Wall St. Rank held Invesco S&P Global Dividend Opportunities Index ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.