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Next Financial Group’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

Next Financial Group’s Portfolio RNRG Stock Details RNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$309K Sell
6,577
-5,500
-46% -$264K 0.02% 718
2021
Q3 		$566K Sell
12,077
-233
-2% -$11.3K 0.04% 416
2021
Q2 		$600K Buy
+12,310
New +$588K 0.05% 394

Other funds holding RNRG

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Next Financial Group reduced its Global X Renewable Energy Producers ETF (RNRG) stake by 46% in Q4 2021, selling an estimated $264K and leaving 6,577 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #718.

Next Financial Group first reported a position in RNRG in Q2 2021 and has held it in 3 quarters since. The position peaked at $600K in Q2 2021. 44 funds tracked by Wall St. Rank hold RNRG as of Q4 2021.

  • Next Financial Group held 6,577 shares of Global X Renewable Energy Producers ETF worth $309K as of Q4 2021.
  • Next Financial Group sold 5,500 Global X Renewable Energy Producers ETF shares in Q4 2021, an estimated $264K.
  • Global X Renewable Energy Producers ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #718 holding.
  • Next Financial Group first reported a position in Global X Renewable Energy Producers ETF in Q2 2021 and has held it in 3 quarters since.
  • Next Financial Group's Global X Renewable Energy Producers ETF position peaked at $600K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q4 2021.

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