Next Financial Group’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-1,161	Closed	-$21K	–	2034
2016 Q4	$21K	Hold	1,161	–	–	﹤0.01%	1348
2016 Q3	$22K	Buy	+1,161	New	+$22.3K	﹤0.01%	1313
2014 Q4	–	Sell	-1,500	Closed	-$39K	–	2080
2014 Q3	$39K	Buy	+1,500	New	+$41.6K	0.01%	1070

Other funds holding GYLD

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RJA

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

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

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

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

ICOA

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Next Financial Group sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q1 2017, closing a stake of 1,161 shares — an estimated $21K sold.

Next Financial Group first reported a position in GYLD in Q3 2014 and held it in 3 quarters. The position peaked at $39K in Q3 2014. 35 funds tracked by Wall St. Rank hold GYLD as of Q1 2017.

Next Financial Group reported no remaining Arrow Dow Jones Global Yield ETF position as of Q1 2017 after selling out during the quarter.
Next Financial Group sold 1,161 Arrow Dow Jones Global Yield ETF shares in Q1 2017, an estimated $21K.
Next Financial Group first reported a position in Arrow Dow Jones Global Yield ETF in Q3 2014 and held it in 3 quarters.
Next Financial Group's Arrow Dow Jones Global Yield ETF position peaked at $39K in Q3 2014.
35 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2017.

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