NEXT Financial Holdings’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$9K	Buy	+140	New	+$9.33K	﹤0.01%	1141

Other funds holding RZV

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

RJA

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

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

NEXT Financial Holdings opened a new position in Invesco S&P SmallCap 600 Pure Value ETF (RZV) in Q1 2019: 140 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #1141 among its holdings.

44 funds tracked by Wall St. Rank hold RZV as of Q1 2019.

NEXT Financial Holdings held 140 shares of Invesco S&P SmallCap 600 Pure Value ETF worth $9K as of Q1 2019.
Invesco S&P SmallCap 600 Pure Value ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P SmallCap 600 Pure Value ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1141 holding.
44 funds tracked by Wall St. Rank held Invesco S&P SmallCap 600 Pure Value ETF as of Q1 2019.

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