IFP Advisors’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

IFP Advisors’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-75	Closed	-$5K	–	3870
2022 Q4	$5K	Hold	75	–	–	﹤0.01%	3783
2022 Q3	$5K	Hold	75	–	–	﹤0.01%	4035
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	3790
2022 Q1	$5K	Buy	+75	New	+$4.63K	﹤0.01%	3790
2019 Q1	–	Sell	-75	Closed	-$5K	–	2823
2018 Q4	$5K	Hold	75	–	–	﹤0.01%	2841
2018 Q3	$5K	Hold	75	–	–	﹤0.01%	3200
2018 Q2	$5K	Hold	75	–	–	﹤0.01%	3251
2018 Q1	$5K	Hold	75	–	–	﹤0.01%	3165
2017 Q4	$5K	Hold	75	–	–	﹤0.01%	3212
2017 Q3	$5K	Hold	75	–	–	﹤0.01%	3388
2017 Q2	$5K	Sell	75 -190	-72%	-$13K	﹤0.01%	3395
2017 Q1	$18K	Buy	265 +75	+39%	+$5.18K	﹤0.01%	2563
2016 Q4	$13K	Hold	190	–	–	﹤0.01%	2752
2016 Q3	$13K	Hold	190	–	–	﹤0.01%	2670
2016 Q2	$12K	Buy	+190	New	+$12.1K	﹤0.01%	2651
2016 Q1	–	Sell	-40	Closed	-$3K	–	2840
2015 Q4	$3K	Buy	+40	New	+$2.6K	﹤0.01%	3185

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $379M AUM 24.52% 1-Year Est. Return

IFP Advisors's HYHG Position: Q1 2023 in Review

IFP Advisors sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q1 2023, closing a stake of 75 shares — an estimated $5K sold.

IFP Advisors first reported a position in HYHG in Q4 2015 and held it in 16 quarters. The position peaked at $18K in Q1 2017. 34 funds tracked by Wall St. Rank hold HYHG as of Q1 2023.

IFP Advisors reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 75 ProShares High Yield-Interest Rate Hedged ETF shares in Q1 2023, an estimated $5K.
IFP Advisors first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q4 2015 and held it in 16 quarters.
IFP Advisors's ProShares High Yield-Interest Rate Hedged ETF position peaked at $18K in Q1 2017.
34 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.