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Atomi Financial Group’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Atomi Financial Group’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
2024
Q4 		– Sell
-13,667
Closed -$184K – 994
2024
Q3 		$184K Sell
13,667
-21,536
-61% -$285K 0.01% 868
2024
Q2 		$459K Hold
35,203
– – 0.03% 428
2024
Q1 		$465K Buy
35,203
+177
+0.5% +$2.31K 0.04% 368
2023
Q4 		$468K Buy
+35,026
New +$436K 0.06% 289

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atomi Financial Group's GYLD Position: Q4 2024 in Review

Atomi Financial Group sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q4 2024, closing a stake of 13,667 shares — an estimated $184K sold.

Atomi Financial Group first reported a position in GYLD in Q4 2023 and held it in 4 quarters. The position peaked at $468K in Q4 2023. 17 funds tracked by Wall St. Rank hold GYLD as of Q4 2024.

  • Atomi Financial Group reported no remaining Arrow Dow Jones Global Yield ETF position as of Q4 2024 after selling out during the quarter.
  • Atomi Financial Group sold 13,667 Arrow Dow Jones Global Yield ETF shares in Q4 2024, an estimated $184K.
  • Atomi Financial Group first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2023 and held it in 4 quarters.
  • Atomi Financial Group's Arrow Dow Jones Global Yield ETF position peaked at $468K in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q4 2024.

Based on Atomi Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.