Elevated Capital Advisors’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Elevated Capital Advisors’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 Q3	$776K	Buy	+30,868	New	+$779K	0.27%	109
2021 Q1	$952K	Sell	38,034 -1,496	-4%	-$37.6K	0.37%	89
2020 Q4	$1M	Buy	39,530 +2,393	+6%	+$60.2K	0.44%	73
2020 Q3	$940K	Sell	37,137 -315	-0.8%	-$7.86K	0.44%	77
2020 Q2	$945K	Buy	+37,452	New	+$905K	0.44%	81

Other funds holding HYLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

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

LPWM

Lake Point Wealth Management Rockwall, Texas $176M AUM 11.87% 1-Year Est. Return

Elevated Capital Advisors's HYLV Position: Q3 2021 in Review

Elevated Capital Advisors opened a new position in IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q3 2021: 30,868 shares worth $776K. The stake represents 0.27% of the portfolio and ranks #109 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in HYLV as recently as Q1 2021.

Elevated Capital Advisors first reported a position in HYLV in Q2 2020 and has held it in 5 quarters since. The position peaked at $1M in Q4 2020. 22 funds tracked by Wall St. Rank hold HYLV as of Q3 2021.

Elevated Capital Advisors held 30,868 shares of IQ S&P High Yield Low Volatility Bond ETF worth $776K as of Q3 2021.
IQ S&P High Yield Low Volatility Bond ETF was a new Elevated Capital Advisors position in Q3 2021.
IQ S&P High Yield Low Volatility Bond ETF made up 0.27% of Elevated Capital Advisors's portfolio in Q3 2021, its #109 holding.
Elevated Capital Advisors first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2020 and has held it in 5 quarters since.
Elevated Capital Advisors's IQ S&P High Yield Low Volatility Bond ETF position peaked at $1M in Q4 2020.
22 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q3 2021.

Based on Elevated Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.