NFG
EWSC

Next Financial Group’s Invesco S&P SmallCap 600 Equal Weight ETF EWSC Stock Holding History

Next Financial Group’s Portfolio EWSC Stock Details EWSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-100
Closed -$5K – 2190
2018
Q4 		$5K Hold
100
– – ﹤0.01% 1567
2018
Q3 		$6K Buy
+100
New +$6.18K ﹤0.01% 1145

Other funds holding EWSC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WA
Wambolt & Associates Littleton, Colorado $297M AUM 17.23% 1-Year Est. Return

Next Financial Group's EWSC Position: Q1 2019 in Review

Next Financial Group sold out of Invesco S&P SmallCap 600 Equal Weight ETF (EWSC) in Q1 2019, closing a stake of 100 shares — an estimated $5K sold.

Next Financial Group first reported a position in EWSC in Q3 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 19 funds tracked by Wall St. Rank hold EWSC as of Q1 2019.

  • Next Financial Group reported no remaining Invesco S&P SmallCap 600 Equal Weight ETF position as of Q1 2019 after selling out during the quarter.
  • Next Financial Group sold 100 Invesco S&P SmallCap 600 Equal Weight ETF shares in Q1 2019, an estimated $5K.
  • Next Financial Group first reported a position in Invesco S&P SmallCap 600 Equal Weight ETF in Q3 2018 and held it in 2 quarters.
  • Next Financial Group's Invesco S&P SmallCap 600 Equal Weight ETF position peaked at $6K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Equal Weight ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.