Next Financial Group’s LeaderShares Activist Leaders ETF ACTV Stock Holding History

Next Financial Group’s Portfolio ACTV Stock Details ACTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$288K	Buy	+7,903	New	+$301K	0.02%	745

Other funds holding ACTV

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AAS

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's ACTV Position: Q4 2021 in Review

Next Financial Group opened a new position in LeaderShares Activist Leaders ETF (ACTV) in Q4 2021: 7,903 shares worth $288K. The stake represents 0.02% of the portfolio and ranks #745 among its holdings.

13 funds tracked by Wall St. Rank hold ACTV as of Q4 2021.

Next Financial Group held 7,903 shares of LeaderShares Activist Leaders ETF worth $288K as of Q4 2021.
LeaderShares Activist Leaders ETF was a new Next Financial Group position in Q4 2021.
LeaderShares Activist Leaders ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #745 holding.
13 funds tracked by Wall St. Rank held LeaderShares Activist Leaders ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.