Next Financial Group’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-100	Closed	-$2K	–	2344
2019 Q4	$2K	Buy	+100	New	+$1.88K	﹤0.01%	2201

Other funds holding PST

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Next Financial Group sold out of ProShares Trust UltraShort Lehman 7-10 Year Treasury (PST) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in PST in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 8 funds tracked by Wall St. Rank hold PST as of Q1 2020.

Next Financial Group reported no remaining ProShares Trust UltraShort Lehman 7-10 Year Treasury position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 100 ProShares Trust UltraShort Lehman 7-10 Year Treasury shares in Q1 2020, an estimated $2K.
Next Financial Group first reported a position in ProShares Trust UltraShort Lehman 7-10 Year Treasury in Q4 2019 and held it in 1 quarter.
Next Financial Group's ProShares Trust UltraShort Lehman 7-10 Year Treasury position peaked at $2K in Q4 2019.
8 funds tracked by Wall St. Rank held ProShares Trust UltraShort Lehman 7-10 Year Treasury as of Q1 2020.

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