NEXT Financial Holdings’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$36K	Buy	+870	New	+$34.8K	0.01%	816

Other funds holding SPHB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

RIM

Rampart Investment Management Hartford, Connecticut $158M AUM 27.89% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 High Beta ETF (SPHB) in Q1 2019: 870 shares worth $36K. The stake represents 0.01% of the portfolio and ranks #816 among its holdings.

62 funds tracked by Wall St. Rank hold SPHB as of Q1 2019.

NEXT Financial Holdings held 870 shares of Invesco S&P 500 High Beta ETF worth $36K as of Q1 2019.
Invesco S&P 500 High Beta ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 High Beta ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #816 holding.
62 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2019.

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