Next Financial Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-142	Closed	-$3K	–	1971
2016 Q4	$3K	Buy	142 +1	+0.7%	+$22	﹤0.01%	2073
2016 Q3	$3K	Buy	+141	New	+$3.21K	﹤0.01%	2061

Other funds holding EELV

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

RJA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Next Financial Group's EELV Position: Q1 2017 in Review

Next Financial Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2017, closing a stake of 142 shares — an estimated $3K sold.

Next Financial Group first reported a position in EELV in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 42 funds tracked by Wall St. Rank hold EELV as of Q1 2017.

Next Financial Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 142 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2017, an estimated $3K.
Next Financial Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2016 and held it in 2 quarters.
Next Financial Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3K in Q4 2016.
42 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.