Next Financial Group’s Direxion All Cap Insider Sentiment Shares KNOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-860	Closed	-$34K	–	2506
2019 Q4	$34K	Hold	860	–	–	﹤0.01%	1351
2019 Q3	$33K	Hold	860	–	–	﹤0.01%	1279
2019 Q2	$34K	Hold	860	–	–	﹤0.01%	1293
2019 Q1	$33K	Sell	860 -146	-15%	-$5.52K	0.01%	840
2018 Q4	$34K	Sell	1,006 -399	-28%	-$15K	0.01%	928
2018 Q3	$58K	Buy	+1,405	New	+$59.6K	0.03%	513
2017 Q4	–	Sell	-2,427	Closed	-$100K	–	1597
2017 Q3	$100K	Buy	2,427 +67	+3%	+$2.66K	0.03%	487
2017 Q2	$94K	Sell	2,360 -400	-14%	-$15.8K	0.02%	565
2017 Q1	$109K	Buy	2,760 +400	+17%	+$15.6K	0.03%	466
2016 Q4	$90K	Buy	2,360 +400	+20%	+$15.3K	0.02%	724
2016 Q3	$73K	Buy	1,960 +400	+26%	+$15K	0.01%	776
2016 Q2	$56K	Buy	1,560 +700	+81%	+$25.3K	0.02%	625
2016 Q1	$30K	Hold	860	–	–	0.01%	789
2015 Q4	$30K	Hold	860	–	–	0.01%	794
2015 Q3	$28K	Hold	860	–	–	0.01%	838
2015 Q2	$30K	Hold	860	–	–	0.01%	850
2015 Q1	$30K	Buy	860 +60	+8%	+$2.09K	0.01%	848
2014 Q4	$28K	Buy	+800	New	+$26.7K	0.01%	862

Other funds holding KNOW

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

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

Next Financial Group's KNOW Position: Q1 2020 in Review

Next Financial Group sold out of Direxion All Cap Insider Sentiment Shares (KNOW) in Q1 2020, closing a stake of 860 shares — an estimated $34K sold.

Next Financial Group first reported a position in KNOW in Q4 2014 and held it in 18 quarters. The position peaked at $109K in Q1 2017. 30 funds tracked by Wall St. Rank hold KNOW as of Q1 2020.

Next Financial Group reported no remaining Direxion All Cap Insider Sentiment Shares position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 860 Direxion All Cap Insider Sentiment Shares shares in Q1 2020, an estimated $34K.
Next Financial Group first reported a position in Direxion All Cap Insider Sentiment Shares in Q4 2014 and held it in 18 quarters.
Next Financial Group's Direxion All Cap Insider Sentiment Shares position peaked at $109K in Q1 2017.
30 funds tracked by Wall St. Rank held Direxion All Cap Insider Sentiment Shares as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.