Householder Group Estate & Retirement Specialist’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio SNLN Stock Details SNLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$11K	Buy	+715	New	+$10.6K	﹤0.01%	796
2022 Q4	–	Sell	-715	Closed	-$10K	–	1231
2022 Q3	$10K	Buy	+715	New	+$10.7K	﹤0.01%	733

Other funds holding SNLN

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SNLN Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2023: 715 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #796 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in SNLN as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in SNLN in Q3 2022 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold SNLN as of Q1 2023.

Householder Group Estate & Retirement Specialist held 715 shares of Highland/iBoxx Senior Loan ETF worth $11K as of Q1 2023.
Highland/iBoxx Senior Loan ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
Highland/iBoxx Senior Loan ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #796 holding.
Householder Group Estate & Retirement Specialist first reported a position in Highland/iBoxx Senior Loan ETF in Q3 2022 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.