NEXT Financial Holdings’s Invesco S&P 500 Value with Momentum ETF SPVM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$6K	Buy	+150	New	+$5.62K	﹤0.01%	1227

Other funds holding SPVM

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

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

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

CAM

Concorde Asset Management Ann Arbor, Michigan $204M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 Value with Momentum ETF (SPVM) in Q1 2019: 150 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings.

28 funds tracked by Wall St. Rank hold SPVM as of Q1 2019.

NEXT Financial Holdings held 150 shares of Invesco S&P 500 Value with Momentum ETF worth $6K as of Q1 2019.
Invesco S&P 500 Value with Momentum ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 Value with Momentum ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1227 holding.
28 funds tracked by Wall St. Rank held Invesco S&P 500 Value with Momentum ETF as of Q1 2019.

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