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Next Financial Group’s HCM Defender 100 Index ETF QQH Stock Holding History

Next Financial Group’s Portfolio QQH Stock Details QQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$629K Buy
11,166
+4,799
+75% +$260K 0.04% 451
2021
Q3 		$309K Buy
6,367
+1,844
+41% +$93.2K 0.02% 646
2021
Q2 		$217K Buy
4,523
+367
+9% +$16.4K 0.02% 796
2021
Q1 		$173K Buy
4,156
+3,317
+395% +$139K 0.02% 823
2020
Q4 		$34K Sell
839
-93
-10% -$3.47K ﹤0.01% 1332
2020
Q3 		$33K Buy
+932
New +$31.6K ﹤0.01% 1232

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Next Financial Group increased its HCM Defender 100 Index ETF (QQH) stake by 75% in Q4 2021, buying an estimated $260K and bringing the position to 11,166 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #451.

Next Financial Group first reported a position in QQH in Q3 2020 and has held it in 6 quarters since. 35 funds tracked by Wall St. Rank hold QQH as of Q4 2021.

  • Next Financial Group held 11,166 shares of HCM Defender 100 Index ETF worth $629K as of Q4 2021.
  • Next Financial Group bought 4,799 HCM Defender 100 Index ETF shares in Q4 2021, an estimated $260K.
  • HCM Defender 100 Index ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #451 holding.
  • Next Financial Group first reported a position in HCM Defender 100 Index ETF in Q3 2020 and has held it in 6 quarters since.
  • 35 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q4 2021.

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