IA
HYLD

IFP Advisors’s High Yield ETF HYLD Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-662
Closed -$24K – 4588
2022
Q4 		$24K Sell
662
-616
-48% -$16.1K ﹤0.01% 2770
2022
Q3 		$48K Hold
1,278
– – ﹤0.01% 2401
2022
Q2 		$48K Hold
1,278
– – ﹤0.01% 2203
2022
Q1 		$48K Buy
1,278
+1,277
+127,700% +$37.9K ﹤0.01% 2203
2021
Q4 		$1K Hold
1
– – ﹤0.01% 3175
2021
Q3 		$1K Hold
1
– – ﹤0.01% 3188
2021
Q2 		$0 Sell
1
-249
-100% -$8.08K ﹤0.01% 3293
2021
Q1 		$8K Buy
+250
New +$8.06K ﹤0.01% 2247
2019
Q4 		– Sell
-195
Closed -$6.54K – 3184
2019
Q3 		$7K Buy
+195
New +$6.69K ﹤0.01% 2244
2019
Q1 		$7K Sell
195
-205
-51% -$7.06K ﹤0.01% 1763
2018
Q4 		$14K Hold
400
– – ﹤0.01% 2346
2018
Q3 		$15K Hold
400
– – ﹤0.01% 2638
2018
Q2 		$15K Hold
400
– – ﹤0.01% 2666
2018
Q1 		$14K Hold
400
– – ﹤0.01% 2610
2017
Q4 		$14K Sell
400
-5,960
-94% -$216K ﹤0.01% 2646
2017
Q3 		$229K Sell
6,360
-335
-5% -$12.1K 0.01% 1065
2017
Q2 		$240K Sell
6,695
-160
-2% -$5.76K 0.01% 1020
2017
Q1 		$244K Sell
6,855
-129
-2% -$4.65K 0.01% 1022
2016
Q4 		$249K Sell
6,984
-148
-2% -$5.17K 0.01% 947
2016
Q3 		$249K Sell
7,132
-2,098
-23% -$72.8K 0.01% 893
2016
Q2 		$312K Buy
9,230
+9,035
+4,633% +$298K 0.02% 769
2016
Q1 		$7K Sell
195
-8,652
-98% -$271K ﹤0.01% 1761
2015
Q4 		$289K Buy
+8,847
New +$311K 0.02% 682

Other funds holding HYLD

FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

IFP Advisors's HYLD Position: Q1 2023 in Review

IFP Advisors sold out of High Yield ETF (HYLD) in Q1 2023, closing a stake of 662 shares — an estimated $24K sold.

IFP Advisors first reported a position in HYLD in Q4 2015 and held it in 23 quarters. The position peaked at $312K in Q2 2016. 39 funds tracked by Wall St. Rank hold HYLD as of Q1 2023.

  • IFP Advisors reported no remaining High Yield ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 662 High Yield ETF shares in Q1 2023, an estimated $24K.
  • IFP Advisors first reported a position in High Yield ETF in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's High Yield ETF position peaked at $312K in Q2 2016.
  • 39 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2023.

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