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Gradient Investments’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Gradient Investments’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$1.25K – 763
2024
Q2 		$1.25K Buy
+31
New +$1.25K ﹤0.01% 1049

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Gradient Investments's HYGV Position: Q3 2024 in Review

Gradient Investments sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q3 2024, closing a stake of 31 shares — an estimated $1.25K sold.

Gradient Investments first reported a position in HYGV in Q2 2024 and held it in 1 quarter. The position peaked at $1.25K in Q2 2024. 92 funds tracked by Wall St. Rank hold HYGV as of Q3 2024.

  • Gradient Investments reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 31 Northern Trust High Yield Value-Scored Bond ETF shares in Q3 2024, an estimated $1.25K.
  • Gradient Investments first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q2 2024 and held it in 1 quarter.
  • Gradient Investments's Northern Trust High Yield Value-Scored Bond ETF position peaked at $1.25K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.