NEXT Financial Holdings’s Invesco Large Cap Value ETF PWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$10K	Buy	+275	New	+$9.68K	﹤0.01%	1113

Other funds holding PWV

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

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

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

NEXT Financial Holdings opened a new position in Invesco Large Cap Value ETF (PWV) in Q1 2019: 275 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

119 funds tracked by Wall St. Rank hold PWV as of Q1 2019.

NEXT Financial Holdings held 275 shares of Invesco Large Cap Value ETF worth $10K as of Q1 2019.
Invesco Large Cap Value ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco Large Cap Value ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1113 holding.
119 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2019.

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