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

IFP 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
2023
Q2 		– Sell
-4,877
Closed -$237K – 3505
2023
Q1 		$237K Buy
4,877
+4,867
+48,670% +$220K 0.01% 881
2022
Q4 		$1K Sell
10
-18,333
-100% -$817K ﹤0.01% 4366
2022
Q3 		$884K Buy
18,343
+6,976
+61% +$318K 0.02% 680
2022
Q2 		$547K Hold
11,367
– – 0.02% 809
2022
Q1 		$547K Buy
+11,367
New +$556K 0.02% 809

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IFP Advisors's HYDW Position: Q2 2023 in Review

IFP Advisors sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q2 2023, closing a stake of 4,877 shares — an estimated $237K sold.

IFP Advisors first reported a position in HYDW in Q1 2022 and held it in 5 quarters. The position peaked at $884K in Q3 2022. 18 funds tracked by Wall St. Rank hold HYDW as of Q2 2023.

  • IFP Advisors reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q2 2023 after selling out during the quarter.
  • IFP Advisors sold 4,877 Xtrackers Low Beta High Yield Bond ETF shares in Q2 2023, an estimated $237K.
  • IFP Advisors first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2022 and held it in 5 quarters.
  • IFP Advisors's Xtrackers Low Beta High Yield Bond ETF position peaked at $884K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2023.

Based on IFP Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.