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Next Financial Group’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History

Next Financial Group’s Portfolio RSPM Stock Details RSPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-725
Closed -$12K – 2286
2014
Q3 		$12K Buy
+725
New +$12.3K ﹤0.01% 1681

Other funds holding RSPM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

Next Financial Group's RSPM Position: Q4 2014 in Review

Next Financial Group sold out of Invesco S&P 500 Equal Weight Materials ETF (RSPM) in Q4 2014, closing a stake of 725 shares — an estimated $12K sold.

Next Financial Group first reported a position in RSPM in Q3 2014 and held it in 1 quarter. The position peaked at $12K in Q3 2014. 19 funds tracked by Wall St. Rank hold RSPM as of Q4 2014.

  • Next Financial Group reported no remaining Invesco S&P 500 Equal Weight Materials ETF position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 725 Invesco S&P 500 Equal Weight Materials ETF shares in Q4 2014, an estimated $12K.
  • Next Financial Group first reported a position in Invesco S&P 500 Equal Weight Materials ETF in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Invesco S&P 500 Equal Weight Materials ETF position peaked at $12K in Q3 2014.
  • 19 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Materials ETF as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.