CTFG
HYLV

Capstone Triton Financial Group’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Capstone Triton Financial Group’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
2023
Q1 		– Sell
-9,478
Closed -$201K – 107
2022
Q4 		$201K Sell
9,478
-1,731
-15% -$36.9K 0.16% 99
2022
Q3 		$233K Sell
11,209
-806
-7% -$17.6K 0.2% 87
2022
Q2 		$266K Buy
12,015
+258
+2% +$5.73K 0.2% 85
2022
Q1 		$265K Buy
11,757
+1,697
+17% +$40.5K 0.18% 89
2021
Q4 		$252K Buy
10,060
+194
+2% +$4.84K 0.51% 70
2021
Q3 		$246K Sell
9,866
-531
-5% -$13.4K 0.15% 107
2021
Q2 		$263K Buy
10,397
+308
+3% +$7.71K 0.16% 100
2021
Q1 		$252K Hold
10,089
– – 0.17% 96
2020
Q4 		$257K Buy
+10,089
New +$254K 0.16% 93

Capstone Triton Financial Group's HYLV Position: Q1 2023 in Review

Capstone Triton Financial Group sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q1 2023, closing a stake of 9,478 shares — an estimated $201K sold.

Capstone Triton Financial Group first reported a position in HYLV in Q4 2020 and held it in 9 quarters. The position peaked at $266K in Q2 2022. 0 funds tracked by Wall St. Rank hold HYLV as of Q1 2023.

  • Capstone Triton Financial Group reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Capstone Triton Financial Group sold 9,478 IQ S&P High Yield Low Volatility Bond ETF shares in Q1 2023, an estimated $201K.
  • Capstone Triton Financial Group first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q4 2020 and held it in 9 quarters.
  • Capstone Triton Financial Group's IQ S&P High Yield Low Volatility Bond ETF position peaked at $266K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q1 2023.

Based on Capstone Triton Financial Group's 13F filing for Q1 2023, filed 6 Apr 2023.