Next Financial Group’s AXS Cannabis ETF THCX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$3K	Buy	30 +16	+114%	+$1.76K	﹤0.01%	2573
2021 Q3	$2K	Hold	14	–	–	﹤0.01%	2543
2021 Q2	$2K	Buy	+14	New	+$2.45K	﹤0.01%	2464
2020 Q2	–	Sell	-260	Closed	-$21K	–	1986
2020 Q1	$21K	Hold	260	–	–	﹤0.01%	1263
2019 Q4	$33K	Buy	+260	New	+$37K	﹤0.01%	1360

Other funds holding THCX

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AIA

Alera Investment Advisors Deerfield, Illinois $851M AUM 29.76% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

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

Next Financial Group increased its AXS Cannabis ETF (THCX) stake by 114% in Q4 2021, buying an estimated $1.76K and bringing the position to 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Next Financial Group first reported a position in THCX in Q4 2019 and has held it in 5 quarters since. The position peaked at $33K in Q4 2019. 44 funds tracked by Wall St. Rank hold THCX as of Q4 2021.

Next Financial Group held 30 shares of AXS Cannabis ETF worth $3K as of Q4 2021.
Next Financial Group bought 16 AXS Cannabis ETF shares in Q4 2021, an estimated $1.76K.
AXS Cannabis ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2573 holding.
Next Financial Group first reported a position in AXS Cannabis ETF in Q4 2019 and has held it in 5 quarters since.
Next Financial Group's AXS Cannabis ETF position peaked at $33K in Q4 2019.
44 funds tracked by Wall St. Rank held AXS Cannabis ETF as of Q4 2021.

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