NEXT Financial Holdings’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$321K	Buy	+15,830	New	+$307K	0.08%	240

Other funds holding XLG

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Invesco S&P 500 Top 50 ETF (XLG) in Q1 2019: 15,830 shares worth $321K. The stake represents 0.08% of the portfolio and ranks #240 among its holdings.

109 funds tracked by Wall St. Rank hold XLG as of Q1 2019.

NEXT Financial Holdings held 15,830 shares of Invesco S&P 500 Top 50 ETF worth $321K as of Q1 2019.
Invesco S&P 500 Top 50 ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P 500 Top 50 ETF made up 0.08% of NEXT Financial Holdings's portfolio in Q1 2019, its #240 holding.
109 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q1 2019.

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