IFP Advisors’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

IFP Advisors’s Portfolio HYLV Stock Details HYLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-103	Closed	-$2K	–	4911
2022 Q3	$2K	Hold	103	–	–	﹤0.01%	4469
2022 Q2	$2K	Hold	103	–	–	﹤0.01%	4248
2022 Q1	$2K	Buy	+103	New	+$2.46K	﹤0.01%	4246
2020 Q2	–	Sell	-400	Closed	-$9.67K	–	3018
2020 Q1	$9K	Hold	400	–	–	﹤0.01%	1843
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	1941
2019 Q3	$10K	Buy	+400	New	+$10.1K	﹤0.01%	2101
2019 Q1	–	Sell	-3,884	Closed	-$90K	–	3641
2018 Q4	$90K	Sell	3,884 -668	-15%	-$15.9K	0.01%	1255
2018 Q3	$111K	Sell	4,552 -690	-13%	-$16.7K	﹤0.01%	1416
2018 Q2	$126K	Buy	+5,242	New	+$127K	0.01%	1352

Other funds holding HYLV

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

CTFG

Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

IFP Advisors's HYLV Position: Q4 2022 in Review

IFP Advisors sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q4 2022, closing a stake of 103 shares — an estimated $2K sold.

IFP Advisors first reported a position in HYLV in Q2 2018 and held it in 9 quarters. The position peaked at $126K in Q2 2018. 16 funds tracked by Wall St. Rank hold HYLV as of Q4 2022.

IFP Advisors reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 103 IQ S&P High Yield Low Volatility Bond ETF shares in Q4 2022, an estimated $2K.
IFP Advisors first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2018 and held it in 9 quarters.
IFP Advisors's IQ S&P High Yield Low Volatility Bond ETF position peaked at $126K in Q2 2018.
16 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.