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

Financial Gravity Companies’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
Q2 		$19.7M Buy
+420,187
New +$19.6M 3.19% 7
2025
Q2 		$16.6M Buy
+350,053
New +$16.3M 3.25% 6
2024
Q4 		$14.1M Buy
306,931
+7,760
+3% +$362K 3.23% 6
2024
Q3 		$14.2M Buy
+299,171
New +$14M 3.79% 6

Other funds holding HYDW

CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
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
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Financial Gravity Companies's HYDW Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q2 2026: 420,187 shares worth $19.7M. The stake represents 3.19% of the portfolio and ranks #7 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYDW as recently as Q2 2025.

Financial Gravity Companies first reported a position in HYDW in Q3 2024 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold HYDW as of Q2 2026.

  • Financial Gravity Companies held 420,187 shares of Xtrackers Low Beta High Yield Bond ETF worth $19.7M as of Q2 2026.
  • Xtrackers Low Beta High Yield Bond ETF was a new Financial Gravity Companies position in Q2 2026.
  • Xtrackers Low Beta High Yield Bond ETF made up 3.19% of Financial Gravity Companies's portfolio in Q2 2026, its #7 holding.
  • Financial Gravity Companies first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.