LFG
GYLD icon

LifePlan Financial Group’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

LifePlan Financial Group’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$23K Sell
2,042
-1,675
-45% -$19.5K 0.01% 324
2020
Q2 		$43K Hold
3,717
– – 0.02% 256
2020
Q1 		$35K Sell
3,717
-685
-16% -$9.64K 0.02% 256
2019
Q4 		$71K Sell
4,402
-3,041
-41% -$48.3K 0.03% 212
2019
Q3 		$119K Sell
7,443
-1,377
-16% -$21.8K 0.06% 165
2019
Q2 		$144K Sell
8,820
-6,798
-44% -$112K 0.07% 149
2019
Q1 		$262K Sell
15,618
-1,462
-9% -$24.3K 0.14% 107
2018
Q4 		$257K Hold
17,080
– – 0.16% 104
2018
Q3 		$297K Sell
17,080
-1,260
-7% -$22.1K 0.16% 100
2018
Q2 		$319K Sell
18,340
-2,053
-10% -$35.8K 0.18% 89
2018
Q1 		$349K Sell
20,393
-5,001
-20% -$89.8K 0.2% 81
2017
Q4 		$464K Hold
25,394
– – 0.3% 63
2017
Q3 		$464K Sell
25,394
-494
-2% -$9.02K 0.3% 63
2017
Q2 		$474K Sell
25,888
-2,188
-8% -$40.4K 0.32% 63
2017
Q1 		$526K Sell
28,076
-1,315
-4% -$24.8K 0.37% 58
2016
Q4 		$542K Sell
29,391
-2,392
-8% -$44K 0.38% 67
2016
Q3 		$607K Buy
31,783
+2,189
+7% +$42K 0.42% 51
2016
Q2 		$552K Buy
29,594
+203
+0.7% +$3.74K 0.38% 49
2016
Q1 		$521K Sell
29,391
-2,551
-8% -$41.7K 0.37% 48
2015
Q4 		$548K Buy
31,942
+5,632
+21% +$108K 0.39% 47
2015
Q3 		$505K Buy
26,310
+2,728
+12% +$57.4K 0.37% 49
2015
Q2 		$542K Buy
23,582
+8,219
+53% +$201K 0.36% 61
2015
Q1 		$373K Buy
15,363
+5,033
+49% +$124K 0.25% 49
2014
Q4 		$247K Buy
+10,330
New +$263K 0.16% 64

Other funds holding GYLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

LifePlan Financial Group's GYLD Position: Q3 2020 in Review

LifePlan Financial Group reduced its Arrow Dow Jones Global Yield ETF (GYLD) stake by 45% in Q3 2020, selling an estimated $19.5K and leaving 2,042 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #324.

LifePlan Financial Group first reported a position in GYLD in Q4 2014 and has held it in 24 quarters since. The position peaked at $607K in Q3 2016. 20 funds tracked by Wall St. Rank hold GYLD as of Q3 2020.

  • LifePlan Financial Group held 2,042 shares of Arrow Dow Jones Global Yield ETF worth $23K as of Q3 2020.
  • LifePlan Financial Group sold 1,675 Arrow Dow Jones Global Yield ETF shares in Q3 2020, an estimated $19.5K.
  • Arrow Dow Jones Global Yield ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #324 holding.
  • LifePlan Financial Group first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2014 and has held it in 24 quarters since.
  • LifePlan Financial Group's Arrow Dow Jones Global Yield ETF position peaked at $607K in Q3 2016.
  • 20 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.