Next Financial Group’s State Street SPDR MSCI Emerging Markets StrategicFactors ETF QEMM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-350	Closed	-$21K	–	2347
2019 Q4	$21K	Hold	350	–	–	﹤0.01%	1516
2019 Q3	$20K	Hold	350	–	–	﹤0.01%	1451
2019 Q2	$21K	Hold	350	–	–	﹤0.01%	1449
2019 Q1	$21K	Hold	350	–	–	0.01%	956
2018 Q4	$19K	Buy	+350	New	+$19.6K	﹤0.01%	1116

Other funds holding QEMM

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Appleton Partners Boston, Massachusetts $1.43B AUM 22.6% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

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

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

Next Financial Group sold out of State Street SPDR MSCI Emerging Markets StrategicFactors ETF (QEMM) in Q1 2020, closing a stake of 350 shares — an estimated $21K sold.

Next Financial Group first reported a position in QEMM in Q4 2018 and held it in 5 quarters. The position peaked at $21K in Q4 2019. 39 funds tracked by Wall St. Rank hold QEMM as of Q1 2020.

Next Financial Group reported no remaining State Street SPDR MSCI Emerging Markets StrategicFactors ETF position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 350 State Street SPDR MSCI Emerging Markets StrategicFactors ETF shares in Q1 2020, an estimated $21K.
Next Financial Group first reported a position in State Street SPDR MSCI Emerging Markets StrategicFactors ETF in Q4 2018 and held it in 5 quarters.
Next Financial Group's State Street SPDR MSCI Emerging Markets StrategicFactors ETF position peaked at $21K in Q4 2019.
39 funds tracked by Wall St. Rank held State Street SPDR MSCI Emerging Markets StrategicFactors ETF as of Q1 2020.

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