NFG
LDRS

Next Financial Group’s Innovator IBD ETF Leaders ETF LDRS Stock Holding History

Next Financial Group’s Portfolio LDRS Stock Details LDRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,228
Closed -$252K – 410
2018
Q1 		$252K Buy
+10,228
New +$263K 0.05% 341

Other funds holding LDRS

FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

Next Financial Group's LDRS Position: Q2 2018 in Review

Next Financial Group sold out of Innovator IBD ETF Leaders ETF (LDRS) in Q2 2018, closing a stake of 10,228 shares — an estimated $252K sold.

Next Financial Group first reported a position in LDRS in Q1 2018 and held it in 1 quarter. The position peaked at $252K in Q1 2018. 23 funds tracked by Wall St. Rank hold LDRS as of Q2 2018.

  • Next Financial Group reported no remaining Innovator IBD ETF Leaders ETF position as of Q2 2018 after selling out during the quarter.
  • Next Financial Group sold 10,228 Innovator IBD ETF Leaders ETF shares in Q2 2018, an estimated $252K.
  • Next Financial Group first reported a position in Innovator IBD ETF Leaders ETF in Q1 2018 and held it in 1 quarter.
  • Next Financial Group's Innovator IBD ETF Leaders ETF position peaked at $252K in Q1 2018.
  • 23 funds tracked by Wall St. Rank held Innovator IBD ETF Leaders ETF as of Q2 2018.

Based on Next Financial Group's 13F filing for Q2 2018, filed 10 Aug 2018.