LifePlan Financial Group’s High Yield ETF HYLD Stock Holding History

LifePlan Financial Group’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$33K	Hold	1,085	–	–	0.01%	286
2020 Q2	$32K	Hold	1,085	–	–	0.01%	282
2020 Q1	$27K	Sell	1,085 -1,422	-57%	-$45.1K	0.01%	283
2019 Q4	$84K	Buy	2,507 +102	+4%	+$3.42K	0.04%	202
2019 Q3	$81K	Sell	2,405 -102	-4%	-$3.5K	0.04%	201
2019 Q2	$86K	Hold	2,507	–	–	0.04%	199
2019 Q1	$87K	Hold	2,507	–	–	0.05%	195
2018 Q4	$84K	Sell	2,507 -813	-24%	-$28.8K	0.05%	187
2018 Q3	$122K	Hold	3,320	–	–	0.07%	163
2018 Q2	$121K	Hold	3,320	–	–	0.07%	163
2018 Q1	$122K	Buy	+3,320	New	+$121K	0.07%	146

Other funds holding HYLD

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

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

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

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

LifePlan Financial Group held its High Yield ETF (HYLD) position steady in Q3 2020 at 1,085 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #286.

LifePlan Financial Group first reported a position in HYLD in Q1 2018 and has held it in 11 quarters since. The position peaked at $122K in Q3 2018. 28 funds tracked by Wall St. Rank hold HYLD as of Q3 2020.

LifePlan Financial Group held 1,085 shares of High Yield ETF worth $33K as of Q3 2020.
LifePlan Financial Group left its High Yield ETF share count unchanged in Q3 2020.
High Yield ETF made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #286 holding.
LifePlan Financial Group first reported a position in High Yield ETF in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's High Yield ETF position peaked at $122K in Q3 2018.
28 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2020.

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