Next Financial Group’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-830	Closed	-$20K	–	1964
2017 Q1	$20K	Hold	830	–	–	0.01%	1052
2016 Q4	$18K	Hold	830	–	–	﹤0.01%	1416
2016 Q3	$20K	Hold	830	–	–	﹤0.01%	1365
2016 Q2	$18K	Hold	830	–	–	0.01%	1012
2016 Q1	$19K	Hold	830	–	–	0.01%	963
2015 Q4	$19K	Hold	830	–	–	0.01%	944
2015 Q3	$18K	Hold	830	–	–	0.01%	992
2015 Q2	$19K	Hold	830	–	–	0.01%	1020
2015 Q1	$20K	Hold	830	–	–	0.01%	997
2014 Q4	$20K	Buy	+830	New	+$20K	0.01%	980

Other funds holding PIZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Next Financial Group's PIZ Position: Q2 2017 in Review

Next Financial Group sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q2 2017, closing a stake of 830 shares — an estimated $20K sold.

Next Financial Group first reported a position in PIZ in Q4 2014 and held it in 10 quarters. The position peaked at $20K in Q1 2017. 56 funds tracked by Wall St. Rank hold PIZ as of Q2 2017.

Next Financial Group reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q2 2017 after selling out during the quarter.
Next Financial Group sold 830 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q2 2017, an estimated $20K.
Next Financial Group first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q4 2014 and held it in 10 quarters.
Next Financial Group's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $20K in Q1 2017.
56 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q2 2017.

Based on Next Financial Group's 13F filing for Q2 2017, filed 12 Jul 2017.