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Next Financial Group’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Next Financial Group’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$15K Hold
1,000
– – ﹤0.01% 2004
2021
Q3 		$15K Hold
1,000
– – ﹤0.01% 1899
2021
Q2 		$16K Buy
+1,000
New +$15.3K ﹤0.01% 1832

Other funds holding HIPS

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Next Financial Group's HIPS Position: Q4 2021 in Review

Next Financial Group held its GraniteShares HIPS US High Income ETF (HIPS) position steady in Q4 2021 at 1,000 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Next Financial Group first reported a position in HIPS in Q2 2021 and has held it in 3 quarters since. The position peaked at $16K in Q2 2021. 20 funds tracked by Wall St. Rank hold HIPS as of Q4 2021.

  • Next Financial Group held 1,000 shares of GraniteShares HIPS US High Income ETF worth $15K as of Q4 2021.
  • Next Financial Group left its GraniteShares HIPS US High Income ETF share count unchanged in Q4 2021.
  • GraniteShares HIPS US High Income ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2004 holding.
  • Next Financial Group first reported a position in GraniteShares HIPS US High Income ETF in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's GraniteShares HIPS US High Income ETF position peaked at $16K in Q2 2021.
  • 20 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.