NEXT Financial Holdings’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$581K	Buy	+13,695	New	+$565K	0.15%	93

Other funds holding SPHD

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q1 2019: 13,695 shares worth $581K. The stake represents 0.15% of the portfolio and ranks #93 among its holdings.

240 funds tracked by Wall St. Rank hold SPHD as of Q1 2019.

NEXT Financial Holdings held 13,695 shares of Invesco S&P 500 High Dividend Low Volatility ETF worth $581K as of Q1 2019.
Invesco S&P 500 High Dividend Low Volatility ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 High Dividend Low Volatility ETF made up 0.15% of NEXT Financial Holdings's portfolio in Q1 2019, its #93 holding.
240 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q1 2019.

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