Next Financial Group’s Inspire Corporate Bond ETF IBD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$506K	Buy	19,669 +8,116	+70%	+$210K	0.03%	542
2021 Q3	$302K	Buy	11,553 +923	+9%	+$24.3K	0.02%	660
2021 Q2	$279K	Buy	10,630 +1,122	+12%	+$29.3K	0.02%	713
2021 Q1	$246K	Buy	9,508 +3,103	+48%	+$81.5K	0.02%	692
2020 Q4	$170K	Buy	6,405 +2,026	+46%	+$53.6K	0.02%	769
2020 Q3	$115K	Buy	+4,379	New	+$116K	0.01%	802
2020 Q2	–	Sell	-604	Closed	-$15K	–	1170
2020 Q1	$15K	Sell	604 -28	-4%	-$711	﹤0.01%	1380
2019 Q4	$16K	Buy	632 +4	+0.6%	+$103	﹤0.01%	1604
2019 Q3	$16K	Buy	+628	New	+$16.1K	﹤0.01%	1524

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

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

Next Financial Group increased its Inspire Corporate Bond ETF (IBD) stake by 70% in Q4 2021, buying an estimated $210K and bringing the position to 19,669 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #542.

Next Financial Group first reported a position in IBD in Q3 2019 and has held it in 9 quarters since. 41 funds tracked by Wall St. Rank hold IBD as of Q4 2021.

Next Financial Group held 19,669 shares of Inspire Corporate Bond ETF worth $506K as of Q4 2021.
Next Financial Group bought 8,116 Inspire Corporate Bond ETF shares in Q4 2021, an estimated $210K.
Inspire Corporate Bond ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #542 holding.
Next Financial Group first reported a position in Inspire Corporate Bond ETF in Q3 2019 and has held it in 9 quarters since.
41 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2021.

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