LFA
HYDW icon

Level Financial Advisors’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Level Financial Advisors’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
2022
Q3 		– Sell
-238
Closed -$11K – 284
2022
Q2 		$11K Buy
+238
New +$11K 0.01% 181

Other funds holding HYDW

AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Level Financial Advisors's HYDW Position: Q3 2022 in Review

Level Financial Advisors sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2022, closing a stake of 238 shares — an estimated $11K sold.

Level Financial Advisors first reported a position in HYDW in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 22 funds tracked by Wall St. Rank hold HYDW as of Q3 2022.

  • Level Financial Advisors reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 238 Xtrackers Low Beta High Yield Bond ETF shares in Q3 2022, an estimated $11K.
  • Level Financial Advisors first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Xtrackers Low Beta High Yield Bond ETF position peaked at $11K in Q2 2022.
  • 22 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.