NEXT Financial Holdings’s Invesco Ultra Short Duration ETF GSY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$151K	Buy	+2,995	New	+$150K	0.04%	434

Other funds holding GSY

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q1 2019: 2,995 shares worth $151K. The stake represents 0.04% of the portfolio and ranks #434 among its holdings.

170 funds tracked by Wall St. Rank hold GSY as of Q1 2019.

NEXT Financial Holdings held 2,995 shares of Invesco Ultra Short Duration ETF worth $151K as of Q1 2019.
Invesco Ultra Short Duration ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Ultra Short Duration ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #434 holding.
170 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2019.

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