KIG
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Kowal Investment Group’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Kowal Investment Group’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3
Closed – – 479
2021
Q3 		$0 Buy
+3
New +$153 ﹤0.01% 949

Other funds holding HYDW

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Kowal Investment Group's HYDW Position: Q4 2021 in Review

Kowal Investment Group sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q4 2021, closing a stake of 3 shares.

Kowal Investment Group first reported a position in HYDW in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 18 funds tracked by Wall St. Rank hold HYDW as of Q4 2021.

  • Kowal Investment Group reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 3 Xtrackers Low Beta High Yield Bond ETF shares in Q4 2021.
  • Kowal Investment Group first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Xtrackers Low Beta High Yield Bond ETF position peaked at $0 in Q3 2021.
  • 18 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.