Lake Point Wealth Management’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Lake Point Wealth Management’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 Q2	$459K	Sell	21,598 -107	-0.5%	-$2.38K	0.26%	19
2022 Q1	$507K	Buy	21,705 +1,191	+6%	+$28.4K	0.23%	17
2021 Q4	$514K	Sell	20,514 -2,351	-10%	-$58.6K	0.22%	18
2021 Q3	$574K	Buy	22,865 +1,014	+5%	+$25.6K	0.26%	12
2021 Q2	$552K	Buy	+21,851	New	+$547K	0.26%	13

Other funds holding HYLV

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CTFG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lake Point Wealth Management's HYLV Position: Q2 2022 in Review

Lake Point Wealth Management reduced its IQ S&P High Yield Low Volatility Bond ETF (HYLV) stake by 0.49% in Q2 2022, selling an estimated $2.38K and leaving 21,598 shares worth $459K. The position accounts for 0.26% of the portfolio, ranked #19.

Lake Point Wealth Management first reported a position in HYLV in Q2 2021 and has held it in 5 quarters since. The position peaked at $574K in Q3 2021. 19 funds tracked by Wall St. Rank hold HYLV as of Q2 2022.

Lake Point Wealth Management held 21,598 shares of IQ S&P High Yield Low Volatility Bond ETF worth $459K as of Q2 2022.
Lake Point Wealth Management sold 107 IQ S&P High Yield Low Volatility Bond ETF shares in Q2 2022, an estimated $2.38K.
IQ S&P High Yield Low Volatility Bond ETF made up 0.26% of Lake Point Wealth Management's portfolio in Q2 2022, its #19 holding.
Lake Point Wealth Management first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's IQ S&P High Yield Low Volatility Bond ETF position peaked at $574K in Q3 2021.
19 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.