WAM
NFO

Wealthspire Advisors (Maryland)’s Invesco Insider Sentiment ETF NFO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-210
Closed -$10K – 1924
2015
Q4 		$10K Buy
+210
New +$9.96K ﹤0.01% 1207

Other funds holding NFO

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NFO Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2016, closing a stake of 210 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in NFO in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 29 funds tracked by Wall St. Rank hold NFO as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Invesco Insider Sentiment ETF position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 210 Invesco Insider Sentiment ETF shares in Q1 2016, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in Invesco Insider Sentiment ETF in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Invesco Insider Sentiment ETF position peaked at $10K in Q4 2015.
  • 29 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.