FGC
HYDW icon

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
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

AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Financial Gravity Companies's HYDW Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q2 2025: 350,053 shares worth $16.6M. The stake represents 3.25% of the portfolio and ranks #6 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HYDW as recently as Q4 2024.

Financial Gravity Companies first reported a position in HYDW in Q3 2024 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold HYDW as of Q2 2025.

  • Financial Gravity Companies held 350,053 shares of Xtrackers Low Beta High Yield Bond ETF worth $16.6M as of Q2 2025.
  • Xtrackers Low Beta High Yield Bond ETF was a new Financial Gravity Companies position in Q2 2025.
  • Xtrackers Low Beta High Yield Bond ETF made up 3.25% of Financial Gravity Companies's portfolio in Q2 2025, its #6 holding.
  • Financial Gravity Companies first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.