Financial Gravity Asset Management’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Financial Gravity Asset Management’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
2026 Q1	$19.1M	Buy	409,131 +21,832	+6%	+$1.03M	3.39%	7
2025 Q4	$18.3M	Buy	387,299 +23,873	+7%	+$1.13M	3.52%	6
2025 Q3	$17.2M	Buy	+363,426	New	+$17.1M	3.4%	5
2025 Q1	$15.4M	Buy	+332,256	New	+$15.4M	3.36%	6
2024 Q2	$14.2M	Buy	311,174 +34,158	+12%	+$1.56M	3.56%	7
2024 Q1	$12.8M	Hold	277,016	–	–	3.59%	6
2023 Q4	$12.8M	Buy	+277,016	New	+$12.4M	3.59%	6
2021 Q3	$4.77M	Sell	93,278 -50,343	-35%	-$2.56M	2.24%	5
2021 Q2	$7.35M	Buy	+143,621	New	+$7.26M	2.63%	4
2020 Q4	$4.29M	Buy	+84,495	New	+$4.26M	3.93%	5

Other funds holding HYDW

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WMA

Wealth Management Associates Cherry Hill, New Jersey $362M AUM 33.28% 1-Year Est. Return

Financial Gravity Asset Management's HYDW Position: Q1 2026 in Review

Financial Gravity Asset Management increased its Xtrackers Low Beta High Yield Bond ETF (HYDW) stake by 5.6% in Q1 2026, buying an estimated $1.03M and bringing the position to 409,131 shares worth $19.1M. The position accounts for 3.39% of the portfolio, ranked #7.

Financial Gravity Asset Management first reported a position in HYDW in Q4 2020 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold HYDW as of Q1 2026.

Financial Gravity Asset Management held 409,131 shares of Xtrackers Low Beta High Yield Bond ETF worth $19.1M as of Q1 2026.
Financial Gravity Asset Management bought 21,832 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2026, an estimated $1.03M.
Xtrackers Low Beta High Yield Bond ETF made up 3.39% of Financial Gravity Asset Management's portfolio in Q1 2026, its #7 holding.
Financial Gravity Asset Management first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q4 2020 and has held it in 10 quarters since.
17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.