NEXT Financial Holdings’s Invesco S&P MidCap Low Volatility ETF XMLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$357K	Buy	+7,186	New	+$345K	0.09%	210

Other funds holding XMLV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

NEXT Financial Holdings opened a new position in Invesco S&P MidCap Low Volatility ETF (XMLV) in Q1 2019: 7,186 shares worth $357K. The stake represents 0.09% of the portfolio and ranks #210 among its holdings.

180 funds tracked by Wall St. Rank hold XMLV as of Q1 2019.

NEXT Financial Holdings held 7,186 shares of Invesco S&P MidCap Low Volatility ETF worth $357K as of Q1 2019.
Invesco S&P MidCap Low Volatility ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P MidCap Low Volatility ETF made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #210 holding.
180 funds tracked by Wall St. Rank held Invesco S&P MidCap Low Volatility ETF as of Q1 2019.

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