NEXT Financial Holdings’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

NEXT Financial Holdings’s Portfolio CFA Stock Details CFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$201K	Buy	+4,000	New	+$194K	0.05%	360

Other funds holding CFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

NEXT Financial Holdings's CFA Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2019: 4,000 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #360 among its holdings.

52 funds tracked by Wall St. Rank hold CFA as of Q1 2019.

NEXT Financial Holdings held 4,000 shares of VictoryShares US 500 Volatility Wtd ETF worth $201K as of Q1 2019.
VictoryShares US 500 Volatility Wtd ETF was a new NEXT Financial Holdings position in Q1 2019.
VictoryShares US 500 Volatility Wtd ETF made up 0.05% of NEXT Financial Holdings's portfolio in Q1 2019, its #360 holding.
52 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.