CWM
HYLV

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

Cornerstone Wealth Management’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
2022
Q2 		– Sell
-10,649
Closed -$249K – 492
2022
Q1 		$249K Buy
10,649
+93
+0.9% +$2.22K 0.02% 410
2021
Q4 		$265K Buy
+10,556
New +$263K 0.03% 425

Other funds holding HYLV

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPWM
Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

Cornerstone Wealth Management's HYLV Position: Q2 2022 in Review

Cornerstone Wealth Management sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q2 2022, closing a stake of 10,649 shares — an estimated $249K sold.

Cornerstone Wealth Management first reported a position in HYLV in Q4 2021 and held it in 2 quarters. The position peaked at $265K in Q4 2021. 19 funds tracked by Wall St. Rank hold HYLV as of Q2 2022.

  • Cornerstone Wealth Management reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,649 IQ S&P High Yield Low Volatility Bond ETF shares in Q2 2022, an estimated $249K.
  • Cornerstone Wealth Management first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's IQ S&P High Yield Low Volatility Bond ETF position peaked at $265K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q2 2022.

Based on Cornerstone Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.