Centennial Wealth Advisory’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Centennial Wealth Advisory’s Portfolio QHY Stock Details QHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-14,208	Closed	-$746K	–	84
2020 Q4	$746K	Buy	+14,208	New	+$729K	0.53%	51

Other funds holding QHY

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

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

CWM

Collaborative Wealth Management Lake Mary, Florida $218M AUM 14.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centennial Wealth Advisory's QHY Position: Q1 2021 in Review

Centennial Wealth Advisory sold out of WisdomTree U.S. High Yield Corporate Bond Fund (QHY) in Q1 2021, closing a stake of 14,208 shares — an estimated $746K sold.

Centennial Wealth Advisory first reported a position in QHY in Q4 2020 and held it in 1 quarter. The position peaked at $746K in Q4 2020. 45 funds tracked by Wall St. Rank hold QHY as of Q1 2021.

Centennial Wealth Advisory reported no remaining WisdomTree U.S. High Yield Corporate Bond Fund position as of Q1 2021 after selling out during the quarter.
Centennial Wealth Advisory sold 14,208 WisdomTree U.S. High Yield Corporate Bond Fund shares in Q1 2021, an estimated $746K.
Centennial Wealth Advisory first reported a position in WisdomTree U.S. High Yield Corporate Bond Fund in Q4 2020 and held it in 1 quarter.
Centennial Wealth Advisory's WisdomTree U.S. High Yield Corporate Bond Fund position peaked at $746K in Q4 2020.
45 funds tracked by Wall St. Rank held WisdomTree U.S. High Yield Corporate Bond Fund as of Q1 2021.

Based on Centennial Wealth Advisory's 13F filing for Q1 2021, filed 14 Apr 2021.