NEXT Financial Holdings’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$177K	Buy	+14,150	New	+$178K	0.04%	391

Other funds holding SGOL

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

HighTower Advisors

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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Bank of America

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

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q1 2019: 14,150 shares worth $177K. The stake represents 0.04% of the portfolio and ranks #391 among its holdings.

100 funds tracked by Wall St. Rank hold SGOL as of Q1 2019.

NEXT Financial Holdings held 14,150 shares of abrdn Physical Gold Shares ETF worth $177K as of Q1 2019.
abrdn Physical Gold Shares ETF was a new NEXT Financial Holdings position in Q1 2019.
abrdn Physical Gold Shares ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #391 holding.
100 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2019.

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