Next Financial Group’s VanEck Energy Income ETF EINC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10	Closed	-$1K	–	2192
2019 Q4	$1K	Hold	10	–	–	﹤0.01%	2265
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	2206
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	2201
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	1544
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	1834
2018 Q3	$1K	Buy	+10	New	+$663	﹤0.01%	1385
2017 Q4	–	Sell	-10	Closed	-$1K	–	552
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	1679
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	1827
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	1792
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	2270
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	2260
2016 Q2	$0	Hold	10	–	–	﹤0.01%	1769
2016 Q1	$0	Buy	+10	New	+$583	﹤0.01%	1765
2014 Q4	–	Sell	-23	Closed	-$6K	–	1996
2014 Q3	$6K	Hold	23	–	–	﹤0.01%	1970
2014 Q2	$6K	Buy	+23	New	+$6.29K	﹤0.01%	876

Other funds holding EINC

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Next Financial Group's EINC Position: Q1 2020 in Review

Next Financial Group sold out of VanEck Energy Income ETF (EINC) in Q1 2020, closing a stake of 10 shares — an estimated $1K sold.

Next Financial Group first reported a position in EINC in Q2 2014 and held it in 15 quarters. The position peaked at $6K in Q3 2014. 14 funds tracked by Wall St. Rank hold EINC as of Q1 2020.

Next Financial Group reported no remaining VanEck Energy Income ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 10 VanEck Energy Income ETF shares in Q1 2020, an estimated $1K.
Next Financial Group first reported a position in VanEck Energy Income ETF in Q2 2014 and held it in 15 quarters.
Next Financial Group's VanEck Energy Income ETF position peaked at $6K in Q3 2014.
14 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.