Next Financial Group’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-100	Closed	-$2K	–	2278
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	1805
2018 Q3	$3K	Buy	+100	New	+$2.62K	﹤0.01%	1285
2017 Q1	–	Sell	-340	Closed	-$9K	–	2440
2016 Q4	$9K	Hold	340	–	–	﹤0.01%	1714
2016 Q3	$8K	Buy	+340	New	+$7.97K	﹤0.01%	1787

Next Financial Group's PUW Position: Q1 2019 in Review

Next Financial Group sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q1 2019, closing a stake of 100 shares — an estimated $2K sold.

Next Financial Group first reported a position in PUW in Q3 2016 and held it in 4 quarters. The position peaked at $9K in Q4 2016. 0 funds tracked by Wall St. Rank hold PUW as of Q1 2019.

Next Financial Group reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q1 2019 after selling out during the quarter.
Next Financial Group sold 100 Invesco WilderHill Progressive Energy ETF shares in Q1 2019, an estimated $2K.
Next Financial Group first reported a position in Invesco WilderHill Progressive Energy ETF in Q3 2016 and held it in 4 quarters.
Next Financial Group's Invesco WilderHill Progressive Energy ETF position peaked at $9K in Q4 2016.
0 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q1 2019.

Based on Next Financial Group's 13F filing for Q1 2019, filed 16 Jul 2019.