Next Financial Group’s AdvisorShares Pure Cannabis ETF YOLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$316K	Sell	24,307 -2,818	-10%	-$42.2K	0.02%	712
2021 Q3	$446K	Sell	27,125 -702	-3%	-$12.8K	0.03%	518
2021 Q2	$587K	Buy	27,827 +2,417	+10%	+$50.9K	0.05%	400
2021 Q1	$601K	Buy	25,410 +19,810	+354%	+$474K	0.05%	363
2020 Q4	$95K	Buy	+5,600	New	+$79.7K	0.01%	977
2019 Q4	–	Sell	-3,190	Closed	-$46K	–	2545
2019 Q3	$46K	Buy	3,190 +1,500	+89%	+$29.3K	0.01%	1170
2019 Q2	$39K	Buy	+1,690	New	+$40.9K	﹤0.01%	1246

Other funds holding YOLO

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

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

Next Financial Group reduced its AdvisorShares Pure Cannabis ETF (YOLO) stake by 10% in Q4 2021, selling an estimated $42.2K and leaving 24,307 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #712.

Next Financial Group first reported a position in YOLO in Q2 2019 and has held it in 7 quarters since. The position peaked at $601K in Q1 2021. 88 funds tracked by Wall St. Rank hold YOLO as of Q4 2021.

Next Financial Group held 24,307 shares of AdvisorShares Pure Cannabis ETF worth $316K as of Q4 2021.
Next Financial Group sold 2,818 AdvisorShares Pure Cannabis ETF shares in Q4 2021, an estimated $42.2K.
AdvisorShares Pure Cannabis ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #712 holding.
Next Financial Group first reported a position in AdvisorShares Pure Cannabis ETF in Q2 2019 and has held it in 7 quarters since.
Next Financial Group's AdvisorShares Pure Cannabis ETF position peaked at $601K in Q1 2021.
88 funds tracked by Wall St. Rank held AdvisorShares Pure Cannabis ETF as of Q4 2021.

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