Next Financial Group’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-13	Closed	-$1K	–	2065
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	1889
2017 Q1	$1K	Sell	13 -14	-52%	-$1.08K	﹤0.01%	1862
2016 Q4	$2K	Hold	27	–	–	﹤0.01%	2246
2016 Q3	$2K	Buy	27 +14	+108%	+$1.04K	﹤0.01%	2233
2016 Q2	$0	Sell	13 -133	-91%	–	﹤0.01%	1976
2016 Q1	$10K	Hold	146	–	–	﹤0.01%	1185
2015 Q4	$10K	Hold	146	–	–	﹤0.01%	1193
2015 Q3	$10K	Buy	146 +13	+10%	+$890	﹤0.01%	1233
2015 Q2	$10K	Hold	133	–	–	﹤0.01%	1286
2015 Q1	$10K	Hold	133	–	–	﹤0.01%	1267
2014 Q4	$10K	Buy	133 +100	+303%	+$7.52K	﹤0.01%	1272
2014 Q3	$2K	Buy	+33	New	+$2K	﹤0.01%	2386

Other funds holding PWO

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Next Financial Group's PWO Position: Q3 2017 in Review

Next Financial Group sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q3 2017, closing a stake of 13 shares — an estimated $1K sold.

Next Financial Group first reported a position in PWO in Q3 2014 and held it in 12 quarters. The position peaked at $10K in Q1 2016. 20 funds tracked by Wall St. Rank hold PWO as of Q3 2017.

Next Financial Group reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q3 2017 after selling out during the quarter.
Next Financial Group sold 13 POWER SHARES ETF DYNAMIC OTC shares in Q3 2017, an estimated $1K.
Next Financial Group first reported a position in POWER SHARES ETF DYNAMIC OTC in Q3 2014 and held it in 12 quarters.
Next Financial Group's POWER SHARES ETF DYNAMIC OTC position peaked at $10K in Q1 2016.
20 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q3 2017.

Based on Next Financial Group's 13F filing for Q3 2017, filed 8 Nov 2017.