NEXT Financial Holdings’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$15K	Buy	+500	New	+$14.7K	﹤0.01%	1031

Other funds holding RFG

Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Invesco S&P MidCap 400 Pure Growth ETF (RFG) in Q1 2019: 500 shares worth $15K. The stake represents ﹤0.01% of the portfolio and ranks #1031 among its holdings.

91 funds tracked by Wall St. Rank hold RFG as of Q1 2019.

NEXT Financial Holdings held 500 shares of Invesco S&P MidCap 400 Pure Growth ETF worth $15K as of Q1 2019.
Invesco S&P MidCap 400 Pure Growth ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P MidCap 400 Pure Growth ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1031 holding.
91 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Growth ETF as of Q1 2019.

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