Next Financial Group’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-39	Closed	-$1K	–	1757
2017 Q2	$1K	Hold	39	–	–	﹤0.01%	1812
2017 Q1	$1K	Sell	39 -42	-52%	-$1.15K	﹤0.01%	1780
2016 Q4	$2K	Hold	81	–	–	﹤0.01%	2144
2016 Q3	$2K	Buy	81 +42	+108%	+$1.04K	﹤0.01%	2132
2016 Q2	$0	Hold	39	–	–	﹤0.01%	1743
2016 Q1	$0	Hold	39	–	–	﹤0.01%	1730
2015 Q4	$0	Hold	39	–	–	﹤0.01%	1779
2015 Q3	$0	Buy	+39	New	+$964	﹤0.01%	1822
2015 Q2	–	Sell	-600	Closed	-$15K	–	1844
2015 Q1	$15K	Hold	600	–	–	﹤0.01%	1099
2014 Q4	$15K	Sell	600 -99	-14%	-$2.37K	0.01%	1084
2014 Q3	$17K	Buy	+699	New	+$16.9K	﹤0.01%	1495

Other funds holding BMVP

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Next Financial Group's BMVP Position: Q3 2017 in Review

Next Financial Group sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q3 2017, closing a stake of 39 shares — an estimated $1K sold.

Next Financial Group first reported a position in BMVP in Q3 2014 and held it in 11 quarters. The position peaked at $17K in Q3 2014. 30 funds tracked by Wall St. Rank hold BMVP as of Q3 2017.

Next Financial Group reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 39 Invesco Bloomberg MVP Multi-factor ETF shares in Q3 2017, an estimated $1K.
Next Financial Group first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q3 2014 and held it in 11 quarters.
Next Financial Group's Invesco Bloomberg MVP Multi-factor ETF position peaked at $17K in Q3 2014.
30 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.