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Independent Advisor Alliance’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Independent Advisor Alliance’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,120
Closed -$308K – 586
2019
Q4 		$308K Buy
+19,120
New +$304K 0.01% 673
2017
Q2 		– Sell
-409,287
Closed -$7.61M – 298
2017
Q1 		$7.61M Buy
+409,287
New +$7.72M 1.21% 15

Other funds holding GYLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Independent Advisor Alliance's GYLD Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q1 2020, closing a stake of 19,120 shares — an estimated $308K sold.

Independent Advisor Alliance first reported a position in GYLD in Q1 2017 and held it in 2 quarters. The position peaked at $7.61M in Q1 2017. 25 funds tracked by Wall St. Rank hold GYLD as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Arrow Dow Jones Global Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 19,120 Arrow Dow Jones Global Yield ETF shares in Q1 2020, an estimated $308K.
  • Independent Advisor Alliance first reported a position in Arrow Dow Jones Global Yield ETF in Q1 2017 and held it in 2 quarters.
  • Independent Advisor Alliance's Arrow Dow Jones Global Yield ETF position peaked at $7.61M in Q1 2017.
  • 25 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.