Advisor Group’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Advisor Group’s Portfolio HYLV Stock Details HYLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$41K	Buy	1,611 +920	+133%	+$23.3K	﹤0.01%	3547
2019 Q3	$17K	Sell	691 -5,552	-89%	-$140K	﹤0.01%	4079
2019 Q2	$157K	Buy	6,243 +6,119	+4,935%	+$151K	﹤0.01%	2506
2019 Q1	$3K	Sell	124 -172	-58%	-$4.17K	﹤0.01%	4889
2018 Q4	$7K	Hold	296	–	–	﹤0.01%	4397
2018 Q3	$7K	Buy	+296	New	+$7.17K	﹤0.01%	4473

Other funds holding HYLV

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RWM

RBA Wealth Management Newport Beach, California $273M AUM 28.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Advisor Group's HYLV Position: Q4 2019 in Review

Advisor Group increased its IQ S&P High Yield Low Volatility Bond ETF (HYLV) stake by 133% in Q4 2019, buying an estimated $23.3K and bringing the position to 1,611 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #3547.

Advisor Group first reported a position in HYLV in Q3 2018 and has held it in 6 quarters since. The position peaked at $157K in Q2 2019. 17 funds tracked by Wall St. Rank hold HYLV as of Q4 2019.

Advisor Group held 1,611 shares of IQ S&P High Yield Low Volatility Bond ETF worth $41K as of Q4 2019.
Advisor Group bought 920 IQ S&P High Yield Low Volatility Bond ETF shares in Q4 2019, an estimated $23.3K.
IQ S&P High Yield Low Volatility Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3547 holding.
Advisor Group first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q3 2018 and has held it in 6 quarters since.
Advisor Group's IQ S&P High Yield Low Volatility Bond ETF position peaked at $157K in Q2 2019.
17 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.