Next Financial Group’s State Street US Sector Rotation ETF XLSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$144K	Buy	+3,070	New	+$143K	0.01%	1024

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Next Financial Group opened a new position in State Street US Sector Rotation ETF (XLSR) in Q4 2021: 3,070 shares worth $144K. The stake represents 0.01% of the portfolio and ranks #1024 among its holdings.

47 funds tracked by Wall St. Rank hold XLSR as of Q4 2021.

Next Financial Group held 3,070 shares of State Street US Sector Rotation ETF worth $144K as of Q4 2021.
State Street US Sector Rotation ETF was a new Next Financial Group position in Q4 2021.
State Street US Sector Rotation ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1024 holding.
47 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2021.

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