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Next Financial Group’s Inspire International ETF WWJD Stock Holding History

Next Financial Group’s Portfolio WWJD Stock Details WWJD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$273K Buy
8,739
+5,495
+169% +$187K 0.02% 773
2021
Q3 		$111K Buy
3,244
+720
+29% +$25.3K 0.01% 1066
2021
Q2 		$88K Buy
+2,524
New +$88.2K 0.01% 1181

Other funds holding WWJD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $147M AUM 9.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

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

Next Financial Group increased its Inspire International ETF (WWJD) stake by 169% in Q4 2021, buying an estimated $187K and bringing the position to 8,739 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #773.

Next Financial Group first reported a position in WWJD in Q2 2021 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold WWJD as of Q4 2021.

  • Next Financial Group held 8,739 shares of Inspire International ETF worth $273K as of Q4 2021.
  • Next Financial Group bought 5,495 Inspire International ETF shares in Q4 2021, an estimated $187K.
  • Inspire International ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #773 holding.
  • Next Financial Group first reported a position in Inspire International ETF in Q2 2021 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Inspire International ETF as of Q4 2021.

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