FGC
HYLD

Financial Gravity Companies’s High Yield ETF HYLD Stock Holding History

Financial Gravity Companies’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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Financial Gravity Companies's HYLD Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in High Yield ETF (HYLD) in Q1 2018: 2,441 shares worth $90K. The stake represents 0.09% of the portfolio and ranks #208 among its holdings.

37 funds tracked by Wall St. Rank hold HYLD as of Q1 2018.

  • Financial Gravity Companies held 2,441 shares of High Yield ETF worth $90K as of Q1 2018.
  • High Yield ETF was a new Financial Gravity Companies position in Q1 2018.
  • High Yield ETF made up 0.09% of Financial Gravity Companies's portfolio in Q1 2018, its #208 holding.
  • 37 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.