Lenox Wealth Advisors’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Lenox Wealth Advisors’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
2018 Q2	–	Sell	-500	Closed	-$12K	–	669
2018 Q1	$12K	Hold	500	–	–	﹤0.01%	342
2017 Q4	$13K	Buy	+500	New	+$12.7K	﹤0.01%	160

Other funds holding HYLV

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UWM

USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lenox Wealth Advisors's HYLV Position: Q2 2018 in Review

Lenox Wealth Advisors sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q2 2018, closing a stake of 500 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in HYLV in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 14 funds tracked by Wall St. Rank hold HYLV as of Q2 2018.

Lenox Wealth Advisors reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q2 2018 after selling out during the quarter.
Lenox Wealth Advisors sold 500 IQ S&P High Yield Low Volatility Bond ETF shares in Q2 2018, an estimated $12K.
Lenox Wealth Advisors first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q4 2017 and held it in 2 quarters.
Lenox Wealth Advisors's IQ S&P High Yield Low Volatility Bond ETF position peaked at $13K in Q4 2017.
14 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q2 2018.

Based on Lenox Wealth Advisors's 13F filing for Q2 2018, filed 16 Jul 2018.