Wealthcare Advisory Partners’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Wealthcare Advisory Partners’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 Q4	–	Sell	-400	Closed	-$9K	–	1457
2019 Q3	$9K	Hold	400	–	–	﹤0.01%	959
2019 Q2	$8K	Hold	400	–	–	﹤0.01%	972
2019 Q1	$9K	Hold	400	–	–	﹤0.01%	850
2018 Q4	$9K	Sell	400 -600	-60%	-$13.7K	﹤0.01%	826
2018 Q3	$25K	Buy	1,000 +400	+67%	+$10.2K	﹤0.01%	624
2018 Q2	$15K	Buy	+600	New	+$14.8K	﹤0.01%	745

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

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

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

LTFS

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

ASN

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

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

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

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

Wealthcare Advisory Partners's LDRS Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q4 2019, closing a stake of 400 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in LDRS in Q2 2018 and held it in 6 quarters. The position peaked at $25K in Q3 2018. 10 funds tracked by Wall St. Rank hold LDRS as of Q4 2019.

Wealthcare Advisory Partners reported no remaining Innovator IBD ETF Leaders ETF position as of Q4 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 400 Innovator IBD ETF Leaders ETF shares in Q4 2019, an estimated $9K.
Wealthcare Advisory Partners first reported a position in Innovator IBD ETF Leaders ETF in Q2 2018 and held it in 6 quarters.
Wealthcare Advisory Partners's Innovator IBD ETF Leaders ETF position peaked at $25K in Q3 2018.
10 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.