Carroll Financial Associates’s High Yield ETF HYLD Stock Holding History

Carroll Financial Associates’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
2021 Q4	–	Sell	-860	Closed	-$27K	–	2013
2021 Q3	$27K	Hold	860	–	–	﹤0.01%	920
2021 Q2	$27K	Buy	+860	New	+$27.9K	﹤0.01%	1002

Other funds holding HYLD

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Carroll Financial Associates's HYLD Position: Q4 2021 in Review

Carroll Financial Associates sold out of High Yield ETF (HYLD) in Q4 2021, closing a stake of 860 shares — an estimated $27K sold.

Carroll Financial Associates first reported a position in HYLD in Q2 2021 and held it in 2 quarters. The position peaked at $27K in Q3 2021. 41 funds tracked by Wall St. Rank hold HYLD as of Q4 2021.

Carroll Financial Associates reported no remaining High Yield ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 860 High Yield ETF shares in Q4 2021, an estimated $27K.
Carroll Financial Associates first reported a position in High Yield ETF in Q2 2021 and held it in 2 quarters.
Carroll Financial Associates's High Yield ETF position peaked at $27K in Q3 2021.
41 funds tracked by Wall St. Rank held High Yield ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.