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Next Financial Group’s AAM S&P 500 High Dividend Value ETF SPDV Stock Holding History

Next Financial Group’s Portfolio SPDV Stock Details SPDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$55K Buy
+1,764
New +$53.4K ﹤0.01% 1436

Other funds holding SPDV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Next Financial Group opened a new position in AAM S&P 500 High Dividend Value ETF (SPDV) in Q4 2021: 1,764 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #1436 among its holdings.

21 funds tracked by Wall St. Rank hold SPDV as of Q4 2021.

  • Next Financial Group held 1,764 shares of AAM S&P 500 High Dividend Value ETF worth $55K as of Q4 2021.
  • AAM S&P 500 High Dividend Value ETF was a new Next Financial Group position in Q4 2021.
  • AAM S&P 500 High Dividend Value ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1436 holding.
  • 21 funds tracked by Wall St. Rank held AAM S&P 500 High Dividend Value ETF as of Q4 2021.

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