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Asset Planning Inc’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Asset Planning Inc’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-240
Closed -$2.95K – 312
2024
Q4 		$2.95K Buy
+240
New +$3.14K ﹤0.01% 277

Other funds holding GYLD

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $414M AUM 14.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Inc's GYLD Position: Q1 2025 in Review

Asset Planning Inc sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q1 2025, closing a stake of 240 shares — an estimated $2.95K sold.

Asset Planning Inc first reported a position in GYLD in Q4 2024 and held it in 1 quarter. The position peaked at $2.95K in Q4 2024. 16 funds tracked by Wall St. Rank hold GYLD as of Q1 2025.

  • Asset Planning Inc reported no remaining Arrow Dow Jones Global Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Asset Planning Inc sold 240 Arrow Dow Jones Global Yield ETF shares in Q1 2025, an estimated $2.95K.
  • Asset Planning Inc first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2024 and held it in 1 quarter.
  • Asset Planning Inc's Arrow Dow Jones Global Yield ETF position peaked at $2.95K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2025.

Based on Asset Planning Inc's 13F filing for Q1 2025, filed 8 May 2025.