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Lugano Financial Advisors SA (LFA)’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio SIHY Stock Details SIHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-130
Closed -$5.58K – 198
2023
Q3 		$5.58K Buy
+130
New +$5.65K ﹤0.01% 165

Other funds holding SIHY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s SIHY Position: Q4 2023 in Review

Lugano Financial Advisors SA (LFA) sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q4 2023, closing a stake of 130 shares — an estimated $5.58K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SIHY in Q3 2023 and held it in 1 quarter. The position peaked at $5.58K in Q3 2023. 28 funds tracked by Wall St. Rank hold SIHY as of Q4 2023.

  • Lugano Financial Advisors SA (LFA) reported no remaining Harbor Ares Systematic High Yield ETF position as of Q4 2023 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 130 Harbor Ares Systematic High Yield ETF shares in Q4 2023, an estimated $5.58K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Harbor Ares Systematic High Yield ETF in Q3 2023 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s Harbor Ares Systematic High Yield ETF position peaked at $5.58K in Q3 2023.
  • 28 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q4 2023.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q4 2023, filed 22 Jan 2024.