FGAM
HYLD

Financial Gravity Asset Management’s High Yield ETF HYLD Stock Holding History

Financial Gravity Asset Management’s Portfolio HYLD Stock Details HYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$120K Buy
3,344
+164
+5% +$6.02K 0.13% 180
2018
Q2 		$117K Buy
3,180
+739
+30% +$27.3K 0.11% 187
2018
Q1 		$90K Buy
+2,441
New +$89.3K 0.09% 208

Other funds holding HYLD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Financial Gravity Asset Management's HYLD Position: Q3 2018 in Review

Financial Gravity Asset Management increased its High Yield ETF (HYLD) stake by 5.2% in Q3 2018, buying an estimated $6.02K and bringing the position to 3,344 shares worth $120K. The position accounts for 0.13% of the portfolio, ranked #180.

Financial Gravity Asset Management first reported a position in HYLD in Q1 2018 and has held it in 3 quarters since. 39 funds tracked by Wall St. Rank hold HYLD as of Q3 2018.

  • Financial Gravity Asset Management held 3,344 shares of High Yield ETF worth $120K as of Q3 2018.
  • Financial Gravity Asset Management bought 164 High Yield ETF shares in Q3 2018, an estimated $6.02K.
  • High Yield ETF made up 0.13% of Financial Gravity Asset Management's portfolio in Q3 2018, its #180 holding.
  • Financial Gravity Asset Management first reported a position in High Yield ETF in Q1 2018 and has held it in 3 quarters since.
  • 39 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.