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Money Concepts Capital’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-9
Closed -$400 – 1597
2022
Q4 		$400 Buy
+9
New +$401 ﹤0.01% 3033
2022
Q2 		– Sell
-9
Closed – – 1981
2022
Q1 		$0 Buy
+9
New +$440 ﹤0.01% 2717

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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Money Concepts Capital's HYDW Position: Q1 2023 in Review

Money Concepts Capital sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q1 2023, closing a stake of 9 shares — an estimated $400 sold.

Money Concepts Capital first reported a position in HYDW in Q1 2022 and held it in 2 quarters. The position peaked at $400 in Q4 2022. 22 funds tracked by Wall St. Rank hold HYDW as of Q1 2023.

  • Money Concepts Capital reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 9 Xtrackers Low Beta High Yield Bond ETF shares in Q1 2023, an estimated $400.
  • Money Concepts Capital first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Xtrackers Low Beta High Yield Bond ETF position peaked at $400 in Q4 2022.
  • 22 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.