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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$547K	Buy	+10,385	New	+$520K	0.14%	99

Other funds holding SPLV

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

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 Low Volatility ETF (SPLV) in Q1 2019: 10,385 shares worth $547K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings.

492 funds tracked by Wall St. Rank hold SPLV as of Q1 2019.

NEXT Financial Holdings held 10,385 shares of Invesco S&P 500 Low Volatility ETF worth $547K as of Q1 2019.
Invesco S&P 500 Low Volatility ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 Low Volatility ETF made up 0.14% of NEXT Financial Holdings's portfolio in Q1 2019, its #99 holding.
492 funds tracked by Wall St. Rank held Invesco S&P 500 Low Volatility ETF as of Q1 2019.

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