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NEXT Financial Holdings’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

NEXT Financial Holdings’s Portfolio SMLF Stock Details SMLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$168K Buy
+4,200
New +$167K 0.04% 411

Other funds holding SMLF

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in iShares US Small Cap Equity Factor ETF (SMLF) in Q1 2019: 4,200 shares worth $168K. The stake represents 0.04% of the portfolio and ranks #411 among its holdings.

60 funds tracked by Wall St. Rank hold SMLF as of Q1 2019.

  • NEXT Financial Holdings held 4,200 shares of iShares US Small Cap Equity Factor ETF worth $168K as of Q1 2019.
  • iShares US Small Cap Equity Factor ETF was a new NEXT Financial Holdings position in Q1 2019.
  • iShares US Small Cap Equity Factor ETF made up 0.04% of NEXT Financial Holdings's portfolio in Q1 2019, its #411 holding.
  • 60 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q1 2019.

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