NEXT Financial Holdings’s Invesco S&P SmallCap Low Volatility ETF XSLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$370K	Buy	+7,886	New	+$366K	0.09%	196

Other funds holding XSLV

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

NEXT Financial Holdings opened a new position in Invesco S&P SmallCap Low Volatility ETF (XSLV) in Q1 2019: 7,886 shares worth $370K. The stake represents 0.09% of the portfolio and ranks #196 among its holdings.

164 funds tracked by Wall St. Rank hold XSLV as of Q1 2019.

NEXT Financial Holdings held 7,886 shares of Invesco S&P SmallCap Low Volatility ETF worth $370K as of Q1 2019.
Invesco S&P SmallCap Low Volatility ETF was a new NEXT Financial Holdings position in Q1 2019.
Invesco S&P SmallCap Low Volatility ETF made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #196 holding.
164 funds tracked by Wall St. Rank held Invesco S&P SmallCap Low Volatility ETF as of Q1 2019.

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