Capital Analysts LLC
HYDW icon

Capital Analysts LLC’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Capital Analysts LLC’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-368
Closed -$17.2K – 1741
2026
Q2 		$17.2K Sell
368
-422
-53% -$19.7K ﹤0.01% 1192
2026
Q1 		$36.8K Buy
790
+7
+0.9% +$329 ﹤0.01% 1005
2025
Q4 		$37K Buy
783
+14
+2% +$661 ﹤0.01% 979
2025
Q3 		$36.3K Buy
769
+12
+2% +$566 ﹤0.01% 944
2025
Q2 		$35.8K Buy
+757
New +$35.2K ﹤0.01% 885
2025
Q1 		– Sell
-340
Closed -$15.6K – 1430
2024
Q4 		$15.6K Buy
340
+6
+2% +$280 ﹤0.01% 985
2024
Q3 		$15.8K Buy
334
+5
+2% +$234 ﹤0.01% 943
2024
Q2 		$15.2K Buy
329
+4
+1% +$183 ﹤0.01% 898
2024
Q1 		$15K Sell
325
-344
-51% -$15.8K ﹤0.01% 869
2023
Q4 		$30.9K Sell
669
-696
-51% -$31.2K ﹤0.01% 747
2023
Q3 		$60.3K Sell
1,365
-692,492
-100% -$31M ﹤0.01% 569
2023
Q2 		$31.4M Buy
693,857
+33,736
+5% +$1.53M 1.75% 11
2023
Q1 		$30.4M Buy
660,121
+54,656
+9% +$2.47M 1.74% 11
2022
Q4 		$26.9M Buy
605,465
+19,029
+3% +$848K 1.64% 13
2022
Q3 		$25.4M Sell
586,436
-35,168
-6% -$1.6M 1.75% 11
2022
Q2 		$27.7M Buy
621,604
+599,337
+2,692% +$27.7M 1.93% 9
2022
Q1 		$1.07M Sell
22,267
-10,671
-32% -$522K 0.07% 211
2021
Q4 		$1.67M Sell
32,938
-2,625
-7% -$132K 0.1% 177
2021
Q3 		$1.81M Sell
35,563
-7,286
-17% -$371K 0.12% 159
2021
Q2 		$2.18M Buy
42,849
+4,799
+13% +$243K 0.15% 139
2021
Q1 		$1.92M Buy
38,050
+11,752
+45% +$594K 0.13% 143
2020
Q4 		$1.34M Sell
26,298
-1,011
-4% -$51K 0.12% 150
2020
Q3 		$1.36M Sell
27,309
-1,748
-6% -$87.4K 0.13% 141
2020
Q2 		$1.42M Buy
29,057
+1,531
+6% +$73.9K 0.15% 130
2020
Q1 		$1.26M Buy
+27,526
New +$1.35M 0.16% 120

Other funds holding HYDW

Financial Gravity Asset Management
Financial Gravity Asset Management Lakeway, Texas $621M AUM
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Capital Analysts LLC's HYDW Position: Q3 2026 in Review

Capital Analysts LLC sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2026, closing a stake of 368 shares — an estimated $17.2K sold.

Capital Analysts LLC first reported a position in HYDW in Q1 2020 and held it in 25 quarters. The position peaked at $31.4M in Q2 2023. 12 funds tracked by Wall St. Rank hold HYDW as of Q3 2026.

  • Capital Analysts LLC reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 368 Xtrackers Low Beta High Yield Bond ETF shares in Q3 2026, an estimated $17.2K.
  • Capital Analysts LLC first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2020 and held it in 25 quarters.
  • Capital Analysts LLC's Xtrackers Low Beta High Yield Bond ETF position peaked at $31.4M in Q2 2023.
  • 12 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.