Next Financial Group’s AXS Esoterica NextG Economy ETF WUGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-29	Closed	-$1K	–	2727
2021 Q1	$1K	Buy	+29	New	+$1.56K	﹤0.01%	2481

Other funds holding WUGI

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

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

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Next Financial Group's WUGI Position: Q2 2021 in Review

Next Financial Group sold out of AXS Esoterica NextG Economy ETF (WUGI) in Q2 2021, closing a stake of 29 shares — an estimated $1K sold.

Next Financial Group first reported a position in WUGI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 5 funds tracked by Wall St. Rank hold WUGI as of Q2 2021.

Next Financial Group reported no remaining AXS Esoterica NextG Economy ETF position as of Q2 2021 after selling out during the quarter.
Next Financial Group sold 29 AXS Esoterica NextG Economy ETF shares in Q2 2021, an estimated $1K.
Next Financial Group first reported a position in AXS Esoterica NextG Economy ETF in Q1 2021 and held it in 1 quarter.
Next Financial Group's AXS Esoterica NextG Economy ETF position peaked at $1K in Q1 2021.
5 funds tracked by Wall St. Rank held AXS Esoterica NextG Economy ETF as of Q2 2021.

Based on Next Financial Group's 13F filing for Q2 2021, filed 13 Jul 2021.