NEXT Financial Holdings’s ALPS O'Shares U.S. Quality Dividend ETF OUSA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$79K	Buy	+2,361	New	+$75.8K	0.02%	606

Other funds holding OUSA

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

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

RJFSA

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

AIP

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in ALPS O'Shares U.S. Quality Dividend ETF (OUSA) in Q1 2019: 2,361 shares worth $79K. The stake represents 0.02% of the portfolio and ranks #606 among its holdings.

72 funds tracked by Wall St. Rank hold OUSA as of Q1 2019.

NEXT Financial Holdings held 2,361 shares of ALPS O'Shares U.S. Quality Dividend ETF worth $79K as of Q1 2019.
ALPS O'Shares U.S. Quality Dividend ETF was a new NEXT Financial Holdings position in Q1 2019.
ALPS O'Shares U.S. Quality Dividend ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #606 holding.
72 funds tracked by Wall St. Rank held ALPS O'Shares U.S. Quality Dividend ETF as of Q1 2019.

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