CAPTRUST Financial Advisors
HYLD

CAPTRUST Financial Advisors’s High Yield ETF HYLD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-500
Closed -$15K – 3554
2020
Q3 		$15K Hold
500
– – ﹤0.01% 2113
2020
Q2 		$14K Buy
+500
New +$13.7K ﹤0.01% 2082

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

CAPTRUST Financial Advisors's HYLD Position: Q4 2020 in Review

CAPTRUST Financial Advisors sold out of High Yield ETF (HYLD) in Q4 2020, closing a stake of 500 shares — an estimated $15K sold.

CAPTRUST Financial Advisors first reported a position in HYLD in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 28 funds tracked by Wall St. Rank hold HYLD as of Q4 2020.

  • CAPTRUST Financial Advisors reported no remaining High Yield ETF position as of Q4 2020 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 500 High Yield ETF shares in Q4 2020, an estimated $15K.
  • CAPTRUST Financial Advisors first reported a position in High Yield ETF in Q2 2020 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's High Yield ETF position peaked at $15K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held High Yield ETF as of Q4 2020.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.