NEXT Financial Holdings’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$64K	Buy	+1,977	New	+$60K	0.02%	663

Other funds holding SPHQ

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 Quality ETF (SPHQ) in Q1 2019: 1,977 shares worth $64K. The stake represents 0.02% of the portfolio and ranks #663 among its holdings.

151 funds tracked by Wall St. Rank hold SPHQ as of Q1 2019.

NEXT Financial Holdings held 1,977 shares of Invesco S&P 500 Quality ETF worth $64K as of Q1 2019.
Invesco S&P 500 Quality ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 Quality ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #663 holding.
151 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2019.

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