Harvest Investment Services

Latest statistics and disclosures from Harvest Investment Services's latest quarterly 13F-HR filing:

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Positions held by Harvest Investment Services, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Harvest Investment Services

Companies in the Harvest Investment Services portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange Traded Fd Iv First Tr Enh New Etf First Tr Enh New (FTSM) 8.2 $14M 239k 60.02
Spdr S&p500 Etf Trust Tr Unit Etf Tr Unit (SPY) 4.5 $7.8M -4% 23k 334.86
Invesco Qqq Trust Unit Ser 1 Etf Unit Ser 1 (QQQ) 3.8 $6.6M -29% 24k 277.85
Ishares Trust Core Us Aggbd Et Etf Core Us Aggbd Et (AGG) 3.6 $6.3M -19% 53k 118.04
Proshares Trust S&p 500 Dv Arist Etf S&p 500 Dv Arist (NOBL) 1.9 $3.3M -6% 46k 72.15
Spdr Dow Jones Ind Ut Ser 1 Etf Ut Ser 1 (DIA) 1.9 $3.3M -5% 12k 277.48
First Tst Value Li Shs Etf SHS (FVD) 1.9 $3.2M -2% 103k 31.46
First Tst Mornings Shs Etf SHS (FDL) 1.6 $2.9M -8% 110k 26.06
First Tr Exchange Traded Fd Vi Nasd Tech Div Etf Nasd Tech Div (TDIV) 1.6 $2.8M -7% 63k 43.77
Apple (AAPL) 1.4 $2.4M +282% 21k 115.79
First Trust Exchange-traded Al Com Shs Etf Com Shs (FTC) 1.4 $2.4M +20% 29k 83.96
Invesco Exchange Traded Fund T S&p500 Low Vol Etf S&p500 Low Vol (SPLV) 1.3 $2.4M -10% 44k 53.62
First Trust Exchange-traded Al Mid Cp Gr Alph Etf Mid Cp Gr Alph (FNY) 1.3 $2.4M NEW 44k 53.49
First Tr Exchange Traded Fd Vi Multi Asset Di Etf Multi Asset Di (MDIV) 1.2 $2.2M -7% 160k 13.45

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Ishares Trust Russell 2000 Etf Russell 2000 Etf (IWM) 1.2 $2.1M -44% 14k 149.77
Spdr Series Trust Ssga Us Lrg Etf Ssga Us Lrg Etf (LGLV) 1.2 $2.1M -10% 19k 108.37
Direxion Shares Etf Trust Sp Biotch Bl New Etf Sp Biotch Bl New (LABU) 1.2 $2.0M -10% 38k 53.55
Proshares Trust Pshs Ultra Qqq Etf Pshs Ultra Qqq (QLD) 1.1 $2.0M +58% 22k 91.62
Regeneron Pharmaceuticals (REGN) 1.1 $2.0M +182% 3.5k 559.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf Utser1 S&pdcrp (MDY) 1.0 $1.8M -37% 5.4k 338.69
Wisdomtree Trust Us Midcap Divid Etf Us Midcap Divid (DON) 1.0 $1.8M -11% 62k 28.92
Novavax Com New (NVAX) 1.0 $1.7M -18% 16k 108.30
Moderna (MRNA) 1.0 $1.7M 24k 70.73
First Trust Exchange-traded Fu Pfd Secs Inc Etf Pfd Secs Inc Etf (FPE) 0.9 $1.7M -6% 86k 19.16
Wisdomtree Trust Us High Dividend Etf Us High Dividend (DHS) 0.9 $1.5M -8% 24k 62.46
Direxion Shares Etf Trust Daly Hom B&s Bul Etf Daly Hom B&s Bul (NAIL) 0.9 $1.5M -33% 29k 52.61
NVIDIA Corporation (NVDA) 0.9 $1.5M +10% 2.7k 541.15
First Tr Exchange Traded Fd Iv First Tr Ta Hiyl Etf First Tr Ta Hiyl (HYLS) 0.8 $1.4M +12% 29k 47.15
First Tr Exchange Traded Fd Vi Risng Divd Achiv Etf Risng Divd Achiv (RDVY) 0.8 $1.3M -6% 41k 32.72
Fs Kkr Capital Corp. Ii (FSKR) 0.8 $1.3M -16% 90k 14.71
Crowdstrike Holdings Inc Com Cl A Cl A (CRWD) 0.7 $1.3M -11% 9.2k 137.30
Advanced Micro Devices (AMD) 0.7 $1.2M +4% 15k 81.93
Invesco Exchange Traded Fund T S&p Midcp Low Etf S&p Midcp Low (XMLV) 0.7 $1.2M -7% 29k 41.63
Northern Lights Fund Trust Iv Inspire Gbl Hope Etf Inspire Gbl Hope (BLES) 0.7 $1.2M -8% 42k 27.77
Procter & Gamble Company (PG) 0.7 $1.2M 8.3k 138.89
Ishares Trust Core S&p500 Etf Core S&p500 Etf (IVV) 0.6 $1.1M +72% 3.4k 335.81
Co Diagnostics (CODX) 0.6 $1.1M +29% 83k 13.58
First Tr Exchange Traded Fd Vi Tcw Opportunis Etf Tcw Opportunis (FIXD) 0.6 $1.1M NEW 20k 55.03
Proshares Trust Ultrpro S&p500 Etf Ultrpro S&p500 (UPRO) 0.6 $1.1M -6% 20k 55.90
Direxion Shares Etf Trust Dly Scond 3xbu Etf Dly Scond 3xbu (SOXL) 0.6 $1.1M -17% 4.2k 252.97
Ecolab (ECL) 0.6 $1.0M 5.2k 199.73
First Tr Exchange Traded Fd Vi Us Equity Buffer Feb Etf Us Eqt Buffer (FFEB) 0.6 $1.0M +52% 33k 30.88
Ssga Active Etf Tr Spdr Tr Tactic Etf Spdr Tr Tactic (TOTL) 0.6 $993k -7% 20k 49.29
First Trust Exch Traded Fund 2 Dj Glbl Divid Etf Dj Glbl Divid (FGD) 0.6 $992k -11% 56k 17.81
First Tr Exchange Traded Fd Iv Senior Ln Fd Etf Senior Ln Fd (FTSL) 0.6 $988k -7% 22k 46.00
Microsoft Corporation (MSFT) 0.6 $987k -8% 4.7k 210.22
Proshares Trust S&p Mdcp 400 Div Etf S&p Mdcp 400 Div (REGL) 0.6 $972k -28% 18k 53.04
Invesco Exchange Traded Fund T Kbw Hig Dv Yld Etf Kbw Hig Dv Yld (KBWD) 0.5 $943k -8% 70k 13.41
Alpha Pro Tech (APT) 0.5 $942k +69% 64k 14.77
Amazon (AMZN) 0.5 $900k +9% 286.00 3146.85
Proshares Trust Russ 2000 Divd Etf Russ 2000 Divd (SMDV) 0.5 $878k -11% 19k 47.11
Zscaler Incorporated (ZS) 0.5 $866k -15% 6.2k 140.54
Proshares Trust Pshs Ult S&p 500 Etf Pshs Ult S&p 500 (SSO) 0.5 $862k +88% 12k 73.39
Costco Wholesale Corporation (COST) 0.5 $834k -28% 2.4k 354.89
Atlassian Corporation Plc Com Cl A Cl A (TEAM) 0.4 $784k +34% 4.3k 181.57
Proshares Trust Pshs Ultra Dow30 Etf Pshs Ultra Dow30 (DDM) 0.4 $777k -5% 17k 46.77
Abbott Laboratories (ABT) 0.4 $733k -33% 6.7k 108.77
Lowe's Companies (LOW) 0.4 $729k +57% 4.4k 165.76
Medtronic SHS (MDT) 0.4 $729k -16% 7.0k 103.79
Gilead Sciences (GILD) 0.4 $720k +13% 11k 63.19
National Beverage (FIZZ) 0.4 $718k +52% 11k 67.96
Ishares Silver Trust Ishares Etf Ishares (SLV) 0.4 $711k NEW 33k 21.64
Vir Biotechnology (VIR) 0.4 $708k +53% 21k 34.32
Proshares Trust Ultrapro Qqq Etf Ultrapro Qqq (TQQQ) 0.4 $690k +11% 5.3k 130.83
Select Sector Spdr Trust Sbi Cons Discr Etf Sbi Cons Discr (XLY) 0.4 $688k +48% 4.7k 146.91
Select Sector Spdr Trust Technology Etf Technology (XLK) 0.4 $677k -8% 5.8k 116.62
Citrix Systems (CTXS) 0.4 $673k +33% 4.9k 137.60
Proshares Trust Pshs Ultruss2000 Etf Pshs Ultruss2000 (UWM) 0.4 $661k -33% 13k 52.82
First Tr Exchange Traded Fd Vi Vest Us Buffer Etf Vest Us Buffer (FAUG) 0.4 $640k NEW 20k 32.29
Kroger (KR) 0.4 $616k +24% 18k 33.86
Scotts Miracle-gro Company Com Cl A Cl A (SMG) 0.4 $614k -10% 4.0k 152.81
Skyworks Solutions (SWKS) 0.4 $613k +55% 4.2k 145.33
Ishares Trust U.s. Bas Mtl Etf U.s. Bas Mtl Etf (IYM) 0.3 $610k +91% 6.2k 98.71
Dollar General (DG) 0.3 $594k 2.8k 209.30
Pepsi (PEP) 0.3 $558k 4.0k 138.53
Wisdomtree Trust Us Midcap Fund Etf Us Midcap Fund (EZM) 0.3 $555k -11% 16k 34.17
Inovio Pharmaceuticals Com New (INO) 0.3 $551k +34% 48k 11.59
Hologic (HOLX) 0.3 $545k -5% 8.2k 66.39
Ishares Trust Msci Eafe Etf Msci Eafe Etf (EFA) 0.3 $544k +142% 8.6k 63.57
Lithia Motors Inc Com Cl A Cl A (LAD) 0.3 $542k NEW 2.4k 227.64
Mccormick & Company Com Non Vtg (MKC) 0.3 $522k -2% 2.7k 193.76
Digital Realty Trust (DLR) 0.3 $519k -9% 3.5k 146.73
Summit Materials Inc Com Cl A Cl A (SUM) 0.3 $518k +21% 31k 16.53
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $514k -10% 1.9k 271.67
Kla Corporation Com New (KLAC) 0.3 $513k 2.6k 193.66
Ishares Trust U.s. Tech Etf U.s. Tech Etf (IYW) 0.3 $513k +98% 1.7k 300.53
Mastercard Incorporated Com Cl A Cl A (MA) 0.3 $511k -6% 1.5k 338.19
Wisdomtree Trust Us Smallcap Fund Etf Us Smallcap Fund (EES) 0.3 $503k -13% 17k 29.87
Ishares Trust Core S&p Scp Etf Core S&p Scp Etf (IJR) 0.3 $499k 7.1k 70.18
First Tr Exchange Traded Fd Iv Fst Low Oppt Eft Etf Fst Low Oppt Eft (LMBS) 0.3 $497k +147% 9.6k 51.67
Global X Fds Glb X Superdiv Etf Glb X Superdiv (SDIV) 0.3 $485k -8% 45k 10.76
Proshares Trust Pshs Ultra Tech Etf Pshs Ultra Tech (ROM) 0.3 $484k +257% 8.5k 56.85
Proshares Trust Ultrpro Dow30 Etf Ultrpro Dow30 (UDOW) 0.3 $484k -53% 6.2k 77.68
Group 1 Automotive (GPI) 0.3 $463k +14% 5.2k 88.27
Southern Copper Corporation (SCCO) 0.3 $462k NEW 10k 45.26
Ishares Trust S&p 500 Val Etf S&p 500 Val Etf (IVE) 0.3 $447k -9% 4.0k 112.23
Zoom Video Communications Inc Com Cl A Cl A (ZM) 0.3 $442k NEW 941.00 469.71
Ubs Ag Jersey Exch Trad Secs Wells Fargo Etrac Wells Bdci (BDCS) 0.3 $439k 30k 14.65
Wisdomtree Trust Us Smallcap Divd Etf Us Smallcap Divd (DES) 0.3 $438k -8% 21k 21.07
PetMed Express (PETS) 0.2 $432k +46% 14k 31.60
Caterpillar (CAT) 0.2 $431k NEW 2.9k 149.13
Masimo Corporation (MASI) 0.2 $423k -2% 1.8k 235.92
Invesco Exchange Traded Fund T S&p Smlcp Low Etf S&p Smlcp Low (XSLV) 0.2 $422k -8% 13k 33.16
Paycom Software (PAYC) 0.2 $411k -10% 1.3k 310.66
Tesla Motors (TSLA) 0.2 $400k +256% 934.00 428.27
UnitedHealth (UNH) 0.2 $393k -6% 1.3k 311.41
Spdr Series Trust Portfolio Intrmd Etf Portfolio Intrmd (SPIB) 0.2 $392k 11k 36.72
Spdr Series Trust S&p 600 Smcp Grw Etf S&P 600 SMCP GRW (SLYG) 0.2 $389k 6.6k 59.01
General Mills (GIS) 0.2 $389k +6% 6.3k 61.66
Danaher Corporation (DHR) 0.2 $388k 1.8k 214.96
Laboratory Corp Amer Hldgs Com New (LH) 0.2 $381k -31% 2.0k 187.87
Global X Fds Lithium Btry Etf Lithium Btry Etf (LIT) 0.2 $378k 9.5k 39.95
Select Sector Spdr Trust Sbi Int-inds Etf Sbi Int-inds (XLI) 0.2 $378k NEW 4.9k 76.88
Berkshire Hathaway Inc Com Cl B Cl B New (BRK.B) 0.2 $374k 1.8k 212.62
Biontech Se Sponsored Ads (BNTX) 0.2 $373k NEW 5.4k 69.16
Bank Of Montreal Microsectors Idx Etn Microsectrs Idx (FNGU) 0.2 $372k NEW 1.9k 191.75
Ishares Trust Pfd And Incm Sec Etf Pfd And Incm Sec (PFF) 0.2 $371k 10k 36.43
West Pharmaceutical Services (WST) 0.2 $370k +2% 1.3k 274.89
Equinix (EQIX) 0.2 $367k 483.00 759.83
Proshares Trust Pshs Ult Mcap400 Etf Pshs Ult Mcap400 (MVV) 0.2 $365k -31% 12k 31.21
Zebra Technologies Com Cl A Cl A (ZBRA) 0.2 $363k NEW 1.4k 251.91
Northern Lights Fund Trust Iv Inspire 100etf Inspire 100etf (BIBL) 0.2 $359k -26% 11k 33.22
Johnson & Johnson (JNJ) 0.2 $353k -44% 2.4k 148.69
salesforce (CRM) 0.2 $346k +5% 1.4k 250.72
stock (SPLK) 0.2 $339k -14% 1.8k 187.71
Ishares Trust U.s. Cnsm Gd Etf U.s. Cnsm Gd Etf (IYK) 0.2 $338k NEW 2.3k 148.96
Paylocity Holding Corporation (PCTY) 0.2 $336k NEW 2.1k 161.23
Echo Global Logistics (ECHO) 0.2 $334k NEW 13k 25.70
3M Company (MMM) 0.2 $331k -38% 2.1k 160.14
Papa John's Int'l (PZZA) 0.2 $330k NEW 4.0k 82.11
JPMorgan Chase & Co. (JPM) 0.2 $328k +23% 3.4k 96.13
First Trust S&P REIT Index Fund (FRI) 0.2 $326k -8% 16k 21.06
Ishares Trust Barclays 7 10 Yr Etf Barclays 7 10 Yr (IEF) 0.2 $321k -55% 2.6k 121.50
Coupa Software (COUP) 0.2 $321k -20% 1.2k 274.12
Alphabet Inc Com Cl C Cap Stk Cl C (GOOG) 0.2 $320k 218.00 1467.89
CarMax (KMX) 0.2 $318k -15% 3.5k 91.77
Facebook Inc Com Cl A Cl A (FB) 0.2 $317k 1.2k 261.55
Accenture Shs Class A (ACN) 0.2 $315k 1.4k 225.97
Leggett & Platt (LEG) 0.2 $315k NEW 7.7k 41.16
Quest Diagnostics Incorporated (DGX) 0.2 $312k -32% 2.7k 114.37
Stanley Black & Decker (SWK) 0.2 $311k -2% 1.9k 161.98
Spdr Gold Trust Gold Shs Etf Gold Shs (GLD) 0.2 $311k -80% 1.8k 176.60
United Rentals (URI) 0.2 $310k -3% 1.8k 174.45
Emerson Electric (EMR) 0.2 $310k 4.7k 65.48
Direxion Shares Etf Trust Dly Smcap Bull3x Etf Dly Smcap Bull3x (TNA) 0.2 $303k -53% 9.9k 30.53
Ishares Trust Mortge Rel Etf Mortge Rel Etf (REM) 0.2 $301k -8% 12k 25.68
Visa Inc Com Cl A Com Cl A (V) 0.2 $301k -2% 1.5k 199.73
Fortune Brands (FBHS) 0.2 $301k NEW 3.5k 86.32
At&t (T) 0.2 $301k -7% 11k 28.44
Eastman Chemical Company (EMN) 0.2 $300k NEW 3.9k 77.92
Lennar Corp Com Cl A Cl A (LEN) 0.2 $299k -2% 3.7k 81.56
American Tower Reit (AMT) 0.2 $298k -40% 1.2k 241.30
Ishares Trust Phlx Semicnd Etf Phlx Semicnd Etf (SOXX) 0.2 $293k -28% 965.00 303.63
Mosaic (MOS) 0.2 $286k -2% 16k 18.22
Louisiana-Pacific Corporation (LPX) 0.2 $280k 9.5k 29.43
Slack Technologies Inc Com Cl A Com Cl A (WORK) 0.2 $280k +49% 11k 26.79
First Trust Exchange-traded Fu Dj Internt Idx Etf Dj Internt Idx (FDN) 0.2 $277k +2% 1.5k 188.31
Toro Company (TTC) 0.2 $274k NEW 3.3k 83.69
Parker-Hannifin Corporation (PH) 0.2 $274k -2% 1.4k 202.06
Nxp Semiconductors N V (NXPI) 0.2 $273k -3% 2.2k 124.54
Proshares Trust Pshs Ultsh 20yrs Etf Pshs Ultsh 20yrs (TBT) 0.2 $273k -11% 17k 15.66
Home Depot (HD) 0.2 $272k -5% 979.00 277.83
AutoNation (AN) 0.2 $269k NEW 5.1k 52.83
Kirkland Lake Gold (KL) 0.2 $269k 5.5k 48.68
Starbucks Corporation (SBUX) 0.2 $262k -11% 3.1k 85.65
First Trust Exch Traded Fund 2 Consumr Discre Etf Consumr Discre (FXD) 0.2 $262k NEW 6.2k 42.46
Brinker International (EAT) 0.1 $259k NEW 6.1k 42.73
Teradyne (TER) 0.1 $258k 3.3k 79.34
CSX Corporation (CSX) 0.1 $258k NEW 3.3k 77.45
ON Semiconductor (ON) 0.1 $256k NEW 12k 21.67
Union Pacific Corporation (UNP) 0.1 $255k NEW 1.3k 196.76
Incyte Corporation (INCY) 0.1 $255k -7% 2.9k 89.41
Northern Lights Fund Trust Iv Intrntinl Esg Etf Intrntinl Esg (WWJD) 0.1 $254k -31% 10k 25.29
Valvoline Inc Common (VVV) 0.1 $251k -2% 13k 18.98
Microchip Technology (MCHP) 0.1 $247k 2.4k 102.53
Twilio Inc Com Cl A Cl A (TWLO) 0.1 $246k NEW 997.00 246.74
Clorox Company (CLX) 0.1 $244k +8% 1.2k 209.80
Ishares Trust Gl Clean Ene Etf Gl Clean Ene Etf (ICLN) 0.1 $241k NEW 13k 18.46
Welltower Inc Com reit (WELL) 0.1 $239k 4.4k 54.89
Albemarle Corporation (ALB) 0.1 $239k 2.7k 88.91
Ishares Trust Core S&p Mcp Etf Core S&p Mcp Etf (IJH) 0.1 $239k 1.3k 185.27
Alibaba Group Holding Sponsored Ads (BABA) 0.1 $238k NEW 810.00 293.83
Fortive (FTV) 0.1 $238k NEW 3.1k 76.06
Nordson Corporation (NDSN) 0.1 $236k +4% 1.2k 191.25
Dupont De Nemours (DD) 0.1 $233k 4.2k 55.36
American Electric Power Company (AEP) 0.1 $233k -2% 2.9k 81.58
Qiagen Nv Shs New (QGEN) 0.1 $233k NEW 4.5k 52.14
Workday Inc Com Cl A Cl A (WDAY) 0.1 $232k NEW 1.1k 215.01
Newmont Mining Corporation (NEM) 0.1 $231k NEW 3.7k 63.20
Veeva Systems Inc Com Cl A Cl A Com (VEEV) 0.1 $226k NEW 806.00 280.40
Ishares Trust Iboxx Inv Cp Etf Iboxx Inv Cp Etf (LQD) 0.1 $226k NEW 1.7k 134.12
Omega Healthcare Investors (OHI) 0.1 $226k NEW 7.6k 29.91
Agnico (AEM) 0.1 $224k NEW 2.8k 79.40
Cintas Corporation (CTAS) 0.1 $215k NEW 646.00 332.82
Chemours (CC) 0.1 $214k NEW 10k 20.90
Fs Kkr Capital Corp (FSK) 0.1 $214k 14k 15.82
Northern Lights Fund Trust Iv Inspire Corp Etf Inspire Corp (IBD) 0.1 $213k -81% 8.1k 26.29
Hannon Armstrong (HASI) 0.1 $213k NEW 5.0k 42.23
Adobe Systems Incorporated (ADBE) 0.1 $213k NEW 435.00 489.66
Continental Resources (CLR) 0.1 $210k NEW 17k 12.26
Peak (PEAK) 0.1 $210k -10% 7.8k 27.10
Pimco Etf Trust Enhan Shrt Ma Ac Etf Enhan Shrt Ma Ac (MINT) 0.1 $210k -25% 2.1k 101.84
FactSet Research Systems (FDS) 0.1 $209k NEW 626.00 333.87
Ishares Trust 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.1 $209k NEW 1.3k 163.28
Bed Bath & Beyond (BBBY) 0.1 $209k NEW 14k 14.94
Lamar Advertising Co Cl A Cl A (LAMR) 0.1 $207k NEW 3.1k 65.94
Retail Prop Of America Inc Cl A Cl A (RPAI) 0.1 $205k 35k 5.81
Invesco Exchange Traded Fund T 1 30 Lader Tre Etf 1 30 Lader Tre (PLW) 0.1 $204k -62% 5.2k 39.19
Andersons (ANDE) 0.1 $200k NEW 11k 19.10
Kimberly-Clark Corporation (KMB) 0.1 $200k NEW 1.4k 146.95
Escalade (ESCA) 0.1 $196k +4% 11k 18.25
Altimmune Com New (ALT) 0.1 $193k NEW 15k 13.18
Allied Healthcare Products Com New (AHPI) 0.1 $193k -3% 35k 5.52
Willscot Mobile Mini Hldgs Cor Com Cl A Com Cl A (WSC) 0.1 $180k NEW 11k 16.66
Xenia Hotels & Resorts (XHR) 0.1 $168k -4% 19k 8.78
Green Plains Renewable Energy (GPRE) 0.1 $155k NEW 10k 15.46
Realogy Hldgs (RLGY) 0.1 $116k NEW 12k 9.37
Ampio Pharmaceuticals (AMPE) 0.1 $104k 109k 0.95
Nanoviricides (NNVC) 0.0 $82k NEW 21k 3.83
Aberdeen Asia-Pacific Income Fund (FAX) 0.0 $56k NEW 14k 3.96
Northern Dynasty Minerals Com New (NAK) 0.0 $30k 31k 0.96
Exicure (XCUR) 0.0 $17k 10k 1.70
Verastem (VSTM) 0.0 $13k -5% 12k 1.13

Past Filings by Harvest Investment Services

SEC 13F filings are viewable for Harvest Investment Services going back to 2018