HWM
HYLD

Hohimer Wealth Management’s High Yield ETF HYLD Stock Holding History

Hohimer Wealth Management’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
2021
Q4 		– Sell
-6,360
Closed -$204K – 222
2021
Q3 		$204K Hold
6,360
– – 0.04% 169
2021
Q2 		$207K Hold
6,360
– – 0.04% 174
2021
Q1 		$206K Hold
6,360
– – 0.05% 169
2020
Q4 		$203K Buy
+6,360
New +$198K 0.05% 175

Other funds holding HYLD

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Hohimer Wealth Management's HYLD Position: Q4 2021 in Review

Hohimer Wealth Management sold out of High Yield ETF (HYLD) in Q4 2021, closing a stake of 6,360 shares — an estimated $204K sold.

Hohimer Wealth Management first reported a position in HYLD in Q4 2020 and held it in 4 quarters. The position peaked at $207K in Q2 2021. 41 funds tracked by Wall St. Rank hold HYLD as of Q4 2021.

  • Hohimer Wealth Management reported no remaining High Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Hohimer Wealth Management sold 6,360 High Yield ETF shares in Q4 2021, an estimated $204K.
  • Hohimer Wealth Management first reported a position in High Yield ETF in Q4 2020 and held it in 4 quarters.
  • Hohimer Wealth Management's High Yield ETF position peaked at $207K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held High Yield ETF as of Q4 2021.

Based on Hohimer Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.