Next Financial Group’s Invesco Global ESG Revenue ETF ESGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-744	Closed	-$23K	–	2524
2019 Q4	$23K	Hold	744	–	–	﹤0.01%	1489
2019 Q3	$22K	Sell	744 -1,411	-65%	-$40.7K	﹤0.01%	1415
2019 Q2	$64K	Buy	+2,155	New	+$62.9K	0.01%	1089

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

Next Financial Group sold out of Invesco Global ESG Revenue ETF (ESGF) in Q1 2020, closing a stake of 744 shares — an estimated $23K sold.

Next Financial Group first reported a position in ESGF in Q2 2019 and held it in 3 quarters. The position peaked at $64K in Q2 2019. 0 funds tracked by Wall St. Rank hold ESGF as of Q1 2020.

Next Financial Group reported no remaining Invesco Global ESG Revenue ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 744 Invesco Global ESG Revenue ETF shares in Q1 2020, an estimated $23K.
Next Financial Group first reported a position in Invesco Global ESG Revenue ETF in Q2 2019 and held it in 3 quarters.
Next Financial Group's Invesco Global ESG Revenue ETF position peaked at $64K in Q2 2019.
0 funds tracked by Wall St. Rank held Invesco Global ESG Revenue ETF as of Q1 2020.

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