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Accurate Wealth Management’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Accurate Wealth Management’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-225
Closed -$9.25K – 779
2022
Q4 		$9.25K Buy
+225
New +$9.03K ﹤0.01% 883

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Accurate Wealth Management's HYGV Position: Q1 2023 in Review

Accurate Wealth Management sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2023, closing a stake of 225 shares — an estimated $9.25K sold.

Accurate Wealth Management first reported a position in HYGV in Q4 2022 and held it in 1 quarter. The position peaked at $9.25K in Q4 2022. 62 funds tracked by Wall St. Rank hold HYGV as of Q1 2023.

  • Accurate Wealth Management reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 225 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2023, an estimated $9.25K.
  • Accurate Wealth Management first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Northern Trust High Yield Value-Scored Bond ETF position peaked at $9.25K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.