Next Financial Group’s LeaderShares Equity Skew ETF SQEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$424K	Buy	+12,075	New	+$448K	0.03%	616

Other funds holding SQEW

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Evolution Wealth Advisors Aventura, Florida $855M AUM 27.24% 1-Year Est. Return

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

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

Next Financial Group opened a new position in LeaderShares Equity Skew ETF (SQEW) in Q4 2021: 12,075 shares worth $424K. The stake represents 0.03% of the portfolio and ranks #616 among its holdings.

17 funds tracked by Wall St. Rank hold SQEW as of Q4 2021.

Next Financial Group held 12,075 shares of LeaderShares Equity Skew ETF worth $424K as of Q4 2021.
LeaderShares Equity Skew ETF was a new Next Financial Group position in Q4 2021.
LeaderShares Equity Skew ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #616 holding.
17 funds tracked by Wall St. Rank held LeaderShares Equity Skew ETF as of Q4 2021.

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