NEXT Financial Holdings’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1K	Buy	+20	New	+$516	﹤0.01%	1573

Other funds holding PBW

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

RJA

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

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

HFA

High Falls Advisors Rochester, New York $494M AUM 16.81% 1-Year Est. Return

LTFS

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

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

NEXT Financial Holdings opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2019: 20 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1573 among its holdings.

73 funds tracked by Wall St. Rank hold PBW as of Q1 2019.

NEXT Financial Holdings held 20 shares of Invesco WilderHill Clean Energy ETF worth $1K as of Q1 2019.
Invesco WilderHill Clean Energy ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1573 holding.
73 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2019.

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