Bartlett & Co Wealth Management’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Bartlett & Co Wealth Management’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
2021 Q4	–	Sell	-185	Closed	-$2.73K	–	589
2021 Q3	$2.73K	Buy	+185	New	+$2.75K	﹤0.01%	839

Other funds holding GYLD

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bartlett & Co Wealth Management's GYLD Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q4 2021, closing a stake of 185 shares — an estimated $2.73K sold.

Bartlett & Co Wealth Management first reported a position in GYLD in Q3 2021 and held it in 1 quarter. The position peaked at $2.73K in Q3 2021. 17 funds tracked by Wall St. Rank hold GYLD as of Q4 2021.

Bartlett & Co Wealth Management reported no remaining Arrow Dow Jones Global Yield ETF position as of Q4 2021 after selling out during the quarter.
Bartlett & Co Wealth Management sold 185 Arrow Dow Jones Global Yield ETF shares in Q4 2021, an estimated $2.73K.
Bartlett & Co Wealth Management first reported a position in Arrow Dow Jones Global Yield ETF in Q3 2021 and held it in 1 quarter.
Bartlett & Co Wealth Management's Arrow Dow Jones Global Yield ETF position peaked at $2.73K in Q3 2021.
17 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.