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Concourse Financial Group Securities’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Concourse Financial Group Securities’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-377
Closed -$17.4K – 2234
2022
Q1 		$18K Buy
+377
New +$18.4K ﹤0.01% 1521
2020
Q2 		– Sell
-127
Closed -$6.13K – 2157
2020
Q1 		$6K Buy
+127
New +$6.22K ﹤0.01% 1598

Other funds holding HYDW

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Concourse Financial Group Securities's HYDW Position: Q2 2022 in Review

Concourse Financial Group Securities sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q2 2022, closing a stake of 377 shares — an estimated $17.4K sold.

Concourse Financial Group Securities first reported a position in HYDW in Q1 2020 and held it in 2 quarters. The position peaked at $18K in Q1 2022. 23 funds tracked by Wall St. Rank hold HYDW as of Q2 2022.

  • Concourse Financial Group Securities reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Concourse Financial Group Securities sold 377 Xtrackers Low Beta High Yield Bond ETF shares in Q2 2022, an estimated $17.4K.
  • Concourse Financial Group Securities first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2020 and held it in 2 quarters.
  • Concourse Financial Group Securities's Xtrackers Low Beta High Yield Bond ETF position peaked at $18K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2022.

Based on Concourse Financial Group Securities's 13F filing for Q2 2022, filed 9 Aug 2022.