Global Retirement Partners’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Global Retirement Partners’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
2023 Q1	–	Sell	-400	Closed	-$17.8K	–	3274
2022 Q4	$17.8K	Hold	400	–	–	﹤0.01%	1531
2022 Q3	$18K	Hold	400	–	–	﹤0.01%	1438
2022 Q2	$18K	Hold	400	–	–	﹤0.01%	1392
2022 Q1	$19K	Buy	+400	New	+$19.6K	﹤0.01%	1367
2021 Q4	–	Sell	-400	Closed	-$20K	–	926
2021 Q3	$20K	Buy	+400	New	+$20.4K	﹤0.01%	1203

Other funds holding HYDW

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

CAL

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

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Global Retirement Partners's HYDW Position: Q1 2023 in Review

Global Retirement Partners sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q1 2023, closing a stake of 400 shares — an estimated $17.8K sold.

Global Retirement Partners first reported a position in HYDW in Q3 2021 and held it in 5 quarters. The position peaked at $20K in Q3 2021. 22 funds tracked by Wall St. Rank hold HYDW as of Q1 2023.

Global Retirement Partners reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
Global Retirement Partners sold 400 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2023, an estimated $17.8K.
Global Retirement Partners first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q3 2021 and held it in 5 quarters.
Global Retirement Partners's Xtrackers Low Beta High Yield Bond ETF position peaked at $20K in Q3 2021.
22 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2023.

Based on Global Retirement Partners's 13F filing for Q1 2023, filed 8 May 2023.