NEXT Financial Holdings’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$5K	Buy	+181	New	+$4.42K	﹤0.01%	1276

Other funds holding ROOF

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

RJA

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in NYLI CBRE NextGen Real Estate ETF (ROOF) in Q1 2019: 181 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #1276 among its holdings.

38 funds tracked by Wall St. Rank hold ROOF as of Q1 2019.

NEXT Financial Holdings held 181 shares of NYLI CBRE NextGen Real Estate ETF worth $5K as of Q1 2019.
NYLI CBRE NextGen Real Estate ETF was a new NEXT Financial Holdings position in Q1 2019.
NYLI CBRE NextGen Real Estate ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1276 holding.
38 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q1 2019.

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