Next Financial Group’s iShares Global Comm Services ETF IXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	2537
2021 Q3	$3K	Hold	33	–	–	﹤0.01%	2382
2021 Q2	$3K	Hold	33	–	–	﹤0.01%	2321
2021 Q1	$3K	Buy	+33	New	+$2.6K	﹤0.01%	2228
2020 Q4	–	Sell	-42	Closed	-$3K	–	2378
2020 Q3	$3K	Buy	+42	New	+$2.79K	﹤0.01%	1972
2020 Q2	–	Sell	-42	Closed	-$2K	–	1248
2020 Q1	$2K	Hold	42	–	–	﹤0.01%	1934
2019 Q4	$3K	Sell	42 -5	-11%	-$297	﹤0.01%	2084
2019 Q3	$3K	Hold	47	–	–	﹤0.01%	2019
2019 Q2	$3K	Buy	47 +19	+68%	+$1.09K	﹤0.01%	2019
2019 Q1	$2K	Buy	+28	New	+$1.53K	﹤0.01%	1462
2017 Q1	–	Sell	-295	Closed	-$17K	–	2081
2016 Q4	$17K	Sell	295 -769	-72%	-$45.1K	﹤0.01%	1436
2016 Q3	$66K	Buy	1,064 +364	+52%	+$22.9K	0.01%	822
2016 Q2	$44K	Hold	700	–	–	0.01%	695
2016 Q1	$43K	Hold	700	–	–	0.02%	670
2015 Q4	$40K	Hold	700	–	–	0.01%	684
2015 Q3	$39K	Buy	+700	New	+$42.6K	0.01%	709
2015 Q1	–	Sell	-379	Closed	-$23K	–	1903
2014 Q4	$23K	Sell	379 -314	-45%	-$19.6K	0.01%	922
2014 Q3	$44K	Buy	+693	New	+$44.3K	0.01%	1008

Other funds holding IXP

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

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

HC Advisors Sandy Springs, Georgia $149M AUM 17.72% 1-Year Est. Return

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

Next Financial Group held its iShares Global Comm Services ETF (IXP) position steady in Q4 2021 at 33 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Next Financial Group first reported a position in IXP in Q3 2014 and has held it in 18 quarters since. The position peaked at $66K in Q3 2016. 80 funds tracked by Wall St. Rank hold IXP as of Q4 2021.

Next Financial Group held 33 shares of iShares Global Comm Services ETF worth $3K as of Q4 2021.
Next Financial Group left its iShares Global Comm Services ETF share count unchanged in Q4 2021.
iShares Global Comm Services ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2537 holding.
Next Financial Group first reported a position in iShares Global Comm Services ETF in Q3 2014 and has held it in 18 quarters since.
Next Financial Group's iShares Global Comm Services ETF position peaked at $66K in Q3 2016.
80 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q4 2021.

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