NFG
RWW

Next Financial Group’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

Next Financial Group’s Portfolio RWW Stock Details RWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-175
Closed -$11K – 1620
2017
Q3 		$11K Hold
175
– – ﹤0.01% 1189
2017
Q2 		$11K Hold
175
– – ﹤0.01% 1303
2017
Q1 		$10K Buy
+175
New +$10.4K ﹤0.01% 1300

Other funds holding RWW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Next Financial Group sold out of Invesco S&P Financials Revenue ETF (RWW) in Q4 2017, closing a stake of 175 shares — an estimated $11K sold.

Next Financial Group first reported a position in RWW in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2017. 16 funds tracked by Wall St. Rank hold RWW as of Q4 2017.

  • Next Financial Group reported no remaining Invesco S&P Financials Revenue ETF position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 175 Invesco S&P Financials Revenue ETF shares in Q4 2017, an estimated $11K.
  • Next Financial Group first reported a position in Invesco S&P Financials Revenue ETF in Q1 2017 and held it in 3 quarters.
  • Next Financial Group's Invesco S&P Financials Revenue ETF position peaked at $11K in Q3 2017.
  • 16 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q4 2017.

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