AWM
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Accurate Wealth Management’s CP High Yield Trend ETF HYTR Stock Holding History

Accurate Wealth Management’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.35M Buy
63,013
+13,207
+27% +$283K 0.13% 175
2026
Q1 		$1.07M Buy
49,806
+35,094
+239% +$761K 0.13% 181
2025
Q4 		$321K Buy
+14,712
New +$320K 0.04% 386

Other funds holding HYTR

CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Accurate Wealth Management's HYTR Position: Q2 2026 in Review

Accurate Wealth Management increased its CP High Yield Trend ETF (HYTR) stake by 27% in Q2 2026, buying an estimated $283K and bringing the position to 63,013 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #175.

Accurate Wealth Management first reported a position in HYTR in Q4 2025 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold HYTR as of Q2 2026.

  • Accurate Wealth Management held 63,013 shares of CP High Yield Trend ETF worth $1.35M as of Q2 2026.
  • Accurate Wealth Management bought 13,207 CP High Yield Trend ETF shares in Q2 2026, an estimated $283K.
  • CP High Yield Trend ETF made up 0.13% of Accurate Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Accurate Wealth Management first reported a position in CP High Yield Trend ETF in Q4 2025 and has held it in 3 quarters since.
  • 5 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.