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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
Q2 		$2.79M Sell
130,685
-1,794
-1% -$38.4K 0.02% 715
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 $445B AUM 25.58% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $875B AUM 40.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Integrated Wealth Concepts's HYTR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CP High Yield Trend ETF (HYTR) stake by 1.4% in Q2 2026, selling an estimated $38.4K and leaving 130,685 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #715.

Integrated Wealth Concepts first reported a position in HYTR in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.91M in Q3 2025. 18 funds tracked by Wall St. Rank hold HYTR as of Q2 2026.

  • Integrated Wealth Concepts held 130,685 shares of CP High Yield Trend ETF worth $2.79M as of Q2 2026.
  • Integrated Wealth Concepts sold 1,794 CP High Yield Trend ETF shares in Q2 2026, an estimated $38.4K.
  • CP High Yield Trend ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #715 holding.
  • Integrated Wealth Concepts first reported a position in CP High Yield Trend ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's CP High Yield Trend ETF position peaked at $2.91M in Q3 2025.
  • 18 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.