AWM
HYLD

Activest Wealth Management’s High Yield ETF HYLD Stock Holding History

Activest Wealth Management’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,965
Closed -$103K – 593
2022
Q4 		$103K Hold
3,965
– – 0.03% 130
2022
Q3 		$102K Buy
+3,965
New +$108K 0.03% 128

Other funds holding HYLD

FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Activest Wealth Management's HYLD Position: Q1 2023 in Review

Activest Wealth Management sold out of High Yield ETF (HYLD) in Q1 2023, closing a stake of 3,965 shares — an estimated $103K sold.

Activest Wealth Management first reported a position in HYLD in Q3 2022 and held it in 2 quarters. The position peaked at $103K in Q4 2022. 39 funds tracked by Wall St. Rank hold HYLD as of Q1 2023.

  • Activest Wealth Management reported no remaining High Yield ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 3,965 High Yield ETF shares in Q1 2023, an estimated $103K.
  • Activest Wealth Management first reported a position in High Yield ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's High Yield ETF position peaked at $103K in Q4 2022.
  • 39 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.