NEXT Financial Holdings’s iShares US Aerospace & Defense ETF ITA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$467K	Buy	+4,680	New	+$457K	0.12%	127

Other funds holding ITA

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q1 2019: 4,680 shares worth $467K. The stake represents 0.12% of the portfolio and ranks #127 among its holdings.

378 funds tracked by Wall St. Rank hold ITA as of Q1 2019.

NEXT Financial Holdings held 4,680 shares of iShares US Aerospace & Defense ETF worth $467K as of Q1 2019.
iShares US Aerospace & Defense ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Aerospace & Defense ETF made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #127 holding.
378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2019.

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