NFG
PZI

Next Financial Group’s Invesco Zacks Micro Cap ETF PZI Stock Holding History

Next Financial Group’s Portfolio PZI Stock Details PZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-165
Closed -$3K – 1666
2017
Q3 		$3K Hold
165
– – ﹤0.01% 1574
2017
Q2 		$3K Hold
165
– – ﹤0.01% 1699
2017
Q1 		$3K Buy
+165
New +$3.09K ﹤0.01% 1655

Other funds holding PZI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPW
GFS Private Wealth Clearwater, Florida $292M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Next Financial Group's PZI Position: Q4 2017 in Review

Next Financial Group sold out of Invesco Zacks Micro Cap ETF (PZI) in Q4 2017, closing a stake of 165 shares — an estimated $3K sold.

Next Financial Group first reported a position in PZI in Q1 2017 and held it in 3 quarters. The position peaked at $3K in Q3 2017. 16 funds tracked by Wall St. Rank hold PZI as of Q4 2017.

  • Next Financial Group reported no remaining Invesco Zacks Micro Cap ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 165 Invesco Zacks Micro Cap ETF shares in Q4 2017, an estimated $3K.
  • Next Financial Group first reported a position in Invesco Zacks Micro Cap ETF in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's Invesco Zacks Micro Cap ETF position peaked at $3K in Q3 2017.
  • 16 funds tracked by Wall St. Rank held Invesco Zacks Micro Cap ETF as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.