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Integrated Wealth Concepts’s CP High Yield Trend ETF HYTR Stock Holding History

Integrated Wealth Concepts’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Buy
+132,479
New +$2.87M 0.02% 634
2025
Q4 		– Sell
-133,119
Closed -$2.91M – 1820
2025
Q3 		$2.91M Buy
133,119
+119,755
+896% +$2.61M 0.03% 540
2025
Q2 		$291K Buy
+13,364
New +$286K ﹤0.01% 1562

Other funds holding HYTR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
FMI
F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Integrated Wealth Concepts's HYTR Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in CP High Yield Trend ETF (HYTR) in Q1 2026: 132,479 shares worth $2.82M. The stake represents 0.02% of the portfolio and ranks #634 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in HYTR as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in HYTR in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.91M in Q3 2025. 22 funds tracked by Wall St. Rank hold HYTR as of Q1 2026.

  • Integrated Wealth Concepts held 132,479 shares of CP High Yield Trend ETF worth $2.82M as of Q1 2026.
  • CP High Yield Trend ETF was a new Integrated Wealth Concepts position in Q1 2026.
  • CP High Yield Trend ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #634 holding.
  • Integrated Wealth Concepts first reported a position in CP High Yield Trend ETF in Q2 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's CP High Yield Trend ETF position peaked at $2.91M in Q3 2025.
  • 22 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.