Next Financial Group’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-195	Closed	-$5K	–	1168
2017 Q3	$5K	Sell	195 -400	-67%	-$9.96K	﹤0.01%	1435
2017 Q2	$15K	Hold	595	–	–	﹤0.01%	1185
2017 Q1	$15K	Hold	595	–	–	﹤0.01%	1141
2016 Q4	$14K	Hold	595	–	–	﹤0.01%	1519
2016 Q3	$15K	Hold	595	–	–	﹤0.01%	1487
2016 Q2	$15K	Buy	+595	New	+$14.6K	﹤0.01%	1071

Other funds holding RSPS

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

AIM

Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

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

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

JFM

Jackson Financial Management Costa Mesa, California $194M AUM 21.54% 1-Year Est. Return

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

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

Next Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) in Q4 2017, closing a stake of 195 shares — an estimated $5K sold.

Next Financial Group first reported a position in RSPS in Q2 2016 and held it in 6 quarters. The position peaked at $15K in Q2 2017. 76 funds tracked by Wall St. Rank hold RSPS as of Q4 2017.

Next Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Staples ETF position as of Q4 2017 after selling out during the quarter.
Next Financial Group sold 195 Invesco S&P 500 Equal Weight Consumer Staples ETF shares in Q4 2017, an estimated $5K.
Next Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Staples ETF in Q2 2016 and held it in 6 quarters.
Next Financial Group's Invesco S&P 500 Equal Weight Consumer Staples ETF position peaked at $15K in Q2 2017.
76 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Staples ETF as of Q4 2017.

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