NEXT Financial Holdings’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$132K	Buy	+2,400	New	+$127K	0.03%	465

Other funds holding PBE

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

LTFS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco Biotechnology & Genome ETF (PBE) in Q1 2019: 2,400 shares worth $132K. The stake represents 0.03% of the portfolio and ranks #465 among its holdings.

81 funds tracked by Wall St. Rank hold PBE as of Q1 2019.

NEXT Financial Holdings held 2,400 shares of Invesco Biotechnology & Genome ETF worth $132K as of Q1 2019.
Invesco Biotechnology & Genome ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Biotechnology & Genome ETF made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #465 holding.
81 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2019.

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