NEXT Financial Holdings’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$474K	Buy	+4,541	New	+$458K	0.12%	125

Other funds holding RSP

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

RJA

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

RCF

Rainwater Charitable Foundation Fort Worth, Texas $300M AUM 15.79% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2019: 4,541 shares worth $474K. The stake represents 0.12% of the portfolio and ranks #125 among its holdings.

647 funds tracked by Wall St. Rank hold RSP as of Q1 2019.

NEXT Financial Holdings held 4,541 shares of Invesco S&P 500 Equal Weight ETF worth $474K as of Q1 2019.
Invesco S&P 500 Equal Weight ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 Equal Weight ETF made up 0.12% of NEXT Financial Holdings's portfolio in Q1 2019, its #125 holding.
647 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2019.

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