Fortis Group Advisors’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Fortis Group Advisors’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
2020 Q3	$246K	Buy	+4,950	New	+$248K	0.05%	168

Other funds holding HYDW

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SAM

Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortis Group Advisors's HYDW Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2020: 4,950 shares worth $246K. The stake represents 0.05% of the portfolio and ranks #168 among its holdings.

11 funds tracked by Wall St. Rank hold HYDW as of Q3 2020.

Fortis Group Advisors held 4,950 shares of Xtrackers Low Beta High Yield Bond ETF worth $246K as of Q3 2020.
Xtrackers Low Beta High Yield Bond ETF was a new Fortis Group Advisors position in Q3 2020.
Xtrackers Low Beta High Yield Bond ETF made up 0.05% of Fortis Group Advisors's portfolio in Q3 2020, its #168 holding.
11 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.