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Next Financial Group’s Guinness Atkinson Smart Transportation & Technology ETF MOTO Stock Holding History

Next Financial Group’s Portfolio MOTO Stock Details MOTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$19K Buy
393
+328
+505% +$15.5K ﹤0.01% 1910
2021
Q3 		$3K Sell
65
-39
-38% -$1.78K ﹤0.01% 2389
2021
Q2 		$5K Sell
104
-396
-79% -$17.7K ﹤0.01% 2204
2021
Q1 		$22K Sell
500
-380
-43% -$16.7K ﹤0.01% 1606
2020
Q4 		$36K Hold
880
– – ﹤0.01% 1311
2020
Q3 		$28K Buy
+880
New +$27.2K ﹤0.01% 1292
2020
Q2 		– Sell
-252
Closed -$5K – 1382
2020
Q1 		$5K Buy
252
+157
+165% +$3.88K ﹤0.01% 1712
2019
Q4 		$3K Buy
+95
New +$2.42K ﹤0.01% 2089

Other funds holding MOTO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FPOC
Financial Planners of Cleveland Mayfield Heights, Ohio $238M AUM
PG
Patten Group Chattanooga, Tennessee $575M AUM 21.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

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

Next Financial Group increased its Guinness Atkinson Smart Transportation & Technology ETF (MOTO) stake by 505% in Q4 2021, buying an estimated $15.5K and bringing the position to 393 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Next Financial Group first reported a position in MOTO in Q4 2019 and has held it in 8 quarters since. The position peaked at $36K in Q4 2020. 6 funds tracked by Wall St. Rank hold MOTO as of Q4 2021.

  • Next Financial Group held 393 shares of Guinness Atkinson Smart Transportation & Technology ETF worth $19K as of Q4 2021.
  • Next Financial Group bought 328 Guinness Atkinson Smart Transportation & Technology ETF shares in Q4 2021, an estimated $15.5K.
  • Guinness Atkinson Smart Transportation & Technology ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1910 holding.
  • Next Financial Group first reported a position in Guinness Atkinson Smart Transportation & Technology ETF in Q4 2019 and has held it in 8 quarters since.
  • Next Financial Group's Guinness Atkinson Smart Transportation & Technology ETF position peaked at $36K in Q4 2020.
  • 6 funds tracked by Wall St. Rank held Guinness Atkinson Smart Transportation & Technology ETF as of Q4 2021.

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