Lloyd Advisory Services’s Virtus Newfleet Short Duration High Yield Bond ETF VSHY Stock Holding History

Lloyd Advisory Services’s Portfolio VSHY Stock Details VSHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-494	Closed	-$11K	–	395
2020 Q2	$11K	Buy	494 +3	+0.6%	+$67	0.01%	180
2020 Q1	$11K	Sell	491 -2,185	-82%	-$51.2K	0.01%	160
2019 Q4	$64K	Buy	+2,676	New	+$63.6K	0.06%	107

Other funds holding VSHY

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $703M AUM 20.48% 1-Year Est. Return

Lloyd Advisory Services's VSHY Position: Q3 2020 in Review

Lloyd Advisory Services sold out of Virtus Newfleet Short Duration High Yield Bond ETF (VSHY) in Q3 2020, closing a stake of 494 shares — an estimated $11K sold.

Lloyd Advisory Services first reported a position in VSHY in Q4 2019 and held it in 3 quarters. The position peaked at $64K in Q4 2019. 11 funds tracked by Wall St. Rank hold VSHY as of Q3 2020.

Lloyd Advisory Services reported no remaining Virtus Newfleet Short Duration High Yield Bond ETF position as of Q3 2020 after selling out during the quarter.
Lloyd Advisory Services sold 494 Virtus Newfleet Short Duration High Yield Bond ETF shares in Q3 2020, an estimated $11K.
Lloyd Advisory Services first reported a position in Virtus Newfleet Short Duration High Yield Bond ETF in Q4 2019 and held it in 3 quarters.
Lloyd Advisory Services's Virtus Newfleet Short Duration High Yield Bond ETF position peaked at $64K in Q4 2019.
11 funds tracked by Wall St. Rank held Virtus Newfleet Short Duration High Yield Bond ETF as of Q3 2020.

Based on Lloyd Advisory Services's 13F filing for Q3 2020, filed 28 Oct 2020.