Next Financial Group’s ProShares Ultra Real Estate URE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-154	Closed	-$13K	–	2417
2019 Q4	$13K	Hold	154	–	–	﹤0.01%	1687
2019 Q3	$13K	Hold	154	–	–	﹤0.01%	1621
2019 Q2	$12K	Hold	154	–	–	﹤0.01%	1639
2019 Q1	$12K	Hold	154	–	–	﹤0.01%	1082
2018 Q4	$9K	Hold	154	–	–	﹤0.01%	1391
2018 Q3	$10K	Buy	+154	New	+$10.3K	﹤0.01%	991
2017 Q1	–	Sell	-154	Closed	-$9K	–	2280
2016 Q4	$9K	Hold	154	–	–	﹤0.01%	1708
2016 Q3	$10K	Buy	+154	New	+$9.95K	﹤0.01%	1662
2014 Q4	–	Sell	-584	Closed	-$25K	–	2353
2014 Q3	$25K	Buy	+584	New	+$26.8K	0.01%	1288

Other funds holding URE

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

WAM

Wealthspire Advisors (Maryland) Potomac, Maryland $2.84B AUM 10.91% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GWS

Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Next Financial Group's URE Position: Q1 2020 in Review

Next Financial Group sold out of ProShares Ultra Real Estate (URE) in Q1 2020, closing a stake of 154 shares — an estimated $13K sold.

Next Financial Group first reported a position in URE in Q3 2014 and held it in 9 quarters. The position peaked at $25K in Q3 2014. 14 funds tracked by Wall St. Rank hold URE as of Q1 2020.

Next Financial Group reported no remaining ProShares Ultra Real Estate position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 154 ProShares Ultra Real Estate shares in Q1 2020, an estimated $13K.
Next Financial Group first reported a position in ProShares Ultra Real Estate in Q3 2014 and held it in 9 quarters.
Next Financial Group's ProShares Ultra Real Estate position peaked at $25K in Q3 2014.
14 funds tracked by Wall St. Rank held ProShares Ultra Real Estate as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.