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NewSquare Capital’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

NewSquare Capital’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
2024
Q3 		– Sell
-17
Closed -$767 – 379
2024
Q2 		$767 Buy
+17
New +$763 ﹤0.01% 297

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IA
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LPL Financial
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Osaic Holdings
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FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
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Royal Bank of Canada
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SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return

NewSquare Capital's SIHY Position: Q3 2024 in Review

NewSquare Capital sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q3 2024, closing a stake of 17 shares — an estimated $767 sold.

NewSquare Capital first reported a position in SIHY in Q2 2024 and held it in 1 quarter. The position peaked at $767 in Q2 2024. 26 funds tracked by Wall St. Rank hold SIHY as of Q3 2024.

  • NewSquare Capital reported no remaining Harbor Ares Systematic High Yield ETF position as of Q3 2024 after selling out during the quarter.
  • NewSquare Capital sold 17 Harbor Ares Systematic High Yield ETF shares in Q3 2024, an estimated $767.
  • NewSquare Capital first reported a position in Harbor Ares Systematic High Yield ETF in Q2 2024 and held it in 1 quarter.
  • NewSquare Capital's Harbor Ares Systematic High Yield ETF position peaked at $767 in Q2 2024.
  • 26 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q3 2024.

Based on NewSquare Capital's 13F filing for Q3 2024, filed 4 Nov 2024.