CAGAS
HYLV

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

Capital Advisory Group Advisory Services’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
2020
Q4 		– Sell
-9
Closed – – 572
2020
Q3 		$0 Buy
+9
New +$225 ﹤0.01% 537

Other funds holding HYLV

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Capital Advisory Group Advisory Services's HYLV Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q4 2020, closing a stake of 9 shares.

Capital Advisory Group Advisory Services first reported a position in HYLV in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 30 funds tracked by Wall St. Rank hold HYLV as of Q4 2020.

  • Capital Advisory Group Advisory Services reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Capital Advisory Group Advisory Services sold 9 IQ S&P High Yield Low Volatility Bond ETF shares in Q4 2020.
  • Capital Advisory Group Advisory Services first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q3 2020 and held it in 1 quarter.
  • Capital Advisory Group Advisory Services's IQ S&P High Yield Low Volatility Bond ETF position peaked at $0 in Q3 2020.
  • 30 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.