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Next Financial Group’s ClearShares OCIO ETF OCIO Stock Holding History

Next Financial Group’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$91K Buy
+2,737
New +$90.1K 0.01% 1206

Other funds holding OCIO

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Next Financial Group opened a new position in ClearShares OCIO ETF (OCIO) in Q4 2021: 2,737 shares worth $91K. The stake represents 0.01% of the portfolio and ranks #1206 among its holdings.

7 funds tracked by Wall St. Rank hold OCIO as of Q4 2021.

  • Next Financial Group held 2,737 shares of ClearShares OCIO ETF worth $91K as of Q4 2021.
  • ClearShares OCIO ETF was a new Next Financial Group position in Q4 2021.
  • ClearShares OCIO ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1206 holding.
  • 7 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q4 2021.

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