AE Wealth Management’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

AE Wealth Management’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
2022 Q1	–	Sell	-41,783	Closed	-$1.05M	–	1846
2021 Q4	$1.05M	Buy	+41,783	New	+$1.04M	0.01%	914
2021 Q2	–	Sell	-44,902	Closed	-$1.12M	–	1700
2021 Q1	$1.12M	Sell	44,902 -5,945	-12%	-$150K	0.01%	732
2020 Q4	$1.29M	Sell	50,847 -19,922	-28%	-$501K	0.01%	633
2020 Q3	$1.75M	Buy	70,769 +41,594	+143%	+$1.04M	0.03%	468
2020 Q2	$707K	Buy	+29,175	New	+$705K	0.01%	730

Other funds holding HYLV

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

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

RJA

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

AE Wealth Management's HYLV Position: Q1 2022 in Review

AE Wealth Management sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q1 2022, closing a stake of 41,783 shares — an estimated $1.05M sold.

AE Wealth Management first reported a position in HYLV in Q2 2020 and held it in 5 quarters. The position peaked at $1.75M in Q3 2020. 23 funds tracked by Wall St. Rank hold HYLV as of Q1 2022.

AE Wealth Management reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 41,783 IQ S&P High Yield Low Volatility Bond ETF shares in Q1 2022, an estimated $1.05M.
AE Wealth Management first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2020 and held it in 5 quarters.
AE Wealth Management's IQ S&P High Yield Low Volatility Bond ETF position peaked at $1.75M in Q3 2020.
23 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.