CWA
HYLV

Centennial Wealth Advisory’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Centennial Wealth Advisory’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
2021
Q2 		– Sell
-43,765
Closed -$1.09M – 101
2021
Q1 		$1.09M Sell
43,765
-5,827
-12% -$147K 0.72% 45
2020
Q4 		$1.26M Buy
+49,592
New +$1.25M 0.89% 39

Other funds holding HYLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Centennial Wealth Advisory's HYLV Position: Q2 2021 in Review

Centennial Wealth Advisory sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q2 2021, closing a stake of 43,765 shares — an estimated $1.09M sold.

Centennial Wealth Advisory first reported a position in HYLV in Q4 2020 and held it in 2 quarters. The position peaked at $1.26M in Q4 2020. 25 funds tracked by Wall St. Rank hold HYLV as of Q2 2021.

  • Centennial Wealth Advisory reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Centennial Wealth Advisory sold 43,765 IQ S&P High Yield Low Volatility Bond ETF shares in Q2 2021, an estimated $1.09M.
  • Centennial Wealth Advisory first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q4 2020 and held it in 2 quarters.
  • Centennial Wealth Advisory's IQ S&P High Yield Low Volatility Bond ETF position peaked at $1.26M in Q4 2020.
  • 25 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q2 2021.

Based on Centennial Wealth Advisory's 13F filing for Q2 2021, filed 13 Jul 2021.