Next Financial Group’s AdvisorShares Hotel ETF BEDZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$3K Hold
100
﹤0.01% 2509
2021
Q3
$3K Hold
100
﹤0.01% 2357
2021
Q2
$2K Buy
+100
New +$2.52K ﹤0.01% 2383

Other funds holding BEDZ

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

Next Financial Group held its AdvisorShares Hotel ETF (BEDZ) position steady in Q4 2021 at 100 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2509.

Next Financial Group first reported a position in BEDZ in Q2 2021 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold BEDZ as of Q4 2021.

  • Next Financial Group held 100 shares of AdvisorShares Hotel ETF worth $3K as of Q4 2021.
  • Next Financial Group left its AdvisorShares Hotel ETF share count unchanged in Q4 2021.
  • AdvisorShares Hotel ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2509 holding.
  • Next Financial Group first reported a position in AdvisorShares Hotel ETF in Q2 2021 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held AdvisorShares Hotel ETF as of Q4 2021.

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