Next Financial Group’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$25K	Hold	557	–	–	﹤0.01%	1790
2021 Q3	$23K	Hold	557	–	–	﹤0.01%	1748
2021 Q2	$24K	Buy	+557	New	+$23.6K	﹤0.01%	1680

Other funds holding PY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Next Financial Group held its Principal Exchange-Traded Funds Principal Value ETF (PY) position steady in Q4 2021 at 557 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Next Financial Group first reported a position in PY in Q2 2021 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold PY as of Q4 2021.

Next Financial Group held 557 shares of Principal Exchange-Traded Funds Principal Value ETF worth $25K as of Q4 2021.
Next Financial Group left its Principal Exchange-Traded Funds Principal Value ETF share count unchanged in Q4 2021.
Principal Exchange-Traded Funds Principal Value ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1790 holding.
Next Financial Group first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q2 2021 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q4 2021.

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