Iams Wealth Management’s First Trust Indxx NextG ETF NXTG Stock Holding History

Iams Wealth Management’s Portfolio NXTG Stock Details NXTG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,904	Closed	-$269K	–	201
2023 Q1	$269K	Buy	+3,904	New	+$259K	0.22%	90

Other funds holding NXTG

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Iams Wealth Management's NXTG Position: Q2 2023 in Review

Iams Wealth Management sold out of First Trust Indxx NextG ETF (NXTG) in Q2 2023, closing a stake of 3,904 shares — an estimated $269K sold.

Iams Wealth Management first reported a position in NXTG in Q1 2023 and held it in 1 quarter. The position peaked at $269K in Q1 2023. 111 funds tracked by Wall St. Rank hold NXTG as of Q2 2023.

Iams Wealth Management reported no remaining First Trust Indxx NextG ETF position as of Q2 2023 after selling out during the quarter.
Iams Wealth Management sold 3,904 First Trust Indxx NextG ETF shares in Q2 2023, an estimated $269K.
Iams Wealth Management first reported a position in First Trust Indxx NextG ETF in Q1 2023 and held it in 1 quarter.
Iams Wealth Management's First Trust Indxx NextG ETF position peaked at $269K in Q1 2023.
111 funds tracked by Wall St. Rank held First Trust Indxx NextG ETF as of Q2 2023.

Based on Iams Wealth Management's 13F filing for Q2 2023, filed 30 Oct 2023.