Private Vista, LLC

13F Portfolio Filings

Most recent 13F
Q2 2020
Location
Chicago, IL
CIK
0001640638
Alternate names
Financial Strategy Network, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2020 117 206,613 IJR, BSCP, BSCO, ULTA 13F-HR 7/31/2020 000108514620001954
Q1 2020 137 264,693 HEFA, BSCP, IJR, BSCO 13F-HR 5/4/2020 000108514620001296
Q4 2019 147 371,111 IJR, HEFA, BSCP, BSCO 13F-HR 1/31/2020 000108514620000351
Q3 2019 151 377,046 HEFA, IJR, BSCP, BSCO 13F-HR 10/22/2019 000108514619002604
Q2 2019 152 399,613 HEFA, IJR, BSCP, BSCO 13F-HR 7/19/2019 000108514619001925
Q1 2019 152 406,531 IJR, HEFA, BSCP, DLN 13F-HR 5/8/2019 000108514619001402
Q4 2018 149 430,174 IJR, BSCM, HEFA, BSCL 13F-HR 1/29/2019 000108514619000253
Q3 2018 151 488,451 HEFA, IJR, BSCM, BSCL 13F-HR 11/13/2018 000108514618002626
Q2 2018 156 432,691 HEFA, IJR, DLN, BSCL 13F-HR 8/14/2018 000108514618002039
Q1 2018 142 342,656 HEFA, IJR, DLN, DOL 13F-HR 6/6/2018 000108514618001579
Q4 2017 73 333,150 CLAYMORE EXCHANGE TRD FD TR, HEFA, DLN, DOL 13F-HR 1/17/2018 000108514618000148
Q3 2017 113 457,156 CLAYMORE EXCHANGE TRD FD TR, HEFA, DLN, IJR 13F-HR 11/2/2017 000108514617002181
Q2 2017 95 413,846 CLAYMORE EXCHANGE TRD FD TR, DLN, HEFA, DOL RESTATEMENT 8/8/2017 000108514617001682
Q1 2017 80 402,376 CLAYMORE EXCHANGE TRD FD TR, DLN, DOL, SDY 13F-HR 5/11/2017 000108514617001180
Q4 2016 60 343,347 DLN, CLAYMORE EXCHANGE TRD FD TR, SDY, QAI 13F-HR 2/13/2017 000108514617000551
Q3 2016 77 394,896 CLAYMORE EXCHANGE TRD FD TR, DLN, SDY, QAI 13F-HR 11/10/2016 000108514616004693
Q2 2016 53 299,020 DLN, SDY, QAI, DOL 13F-HR 7/19/2016 000108514616004002
Q1 2016 44 281,125 DLN, SDY, QAI, DOL 13F-HR 5/16/2016 000108514616003831
Q4 2015 45 220,207 QAI, DLN, SDY, DOL 13F-HR 2/16/2016 000108514616003193
Additional filings from Private Vista, LLC that have since been restated