NexWave Capital Partners’s iShares Core High Dividend ETF HDV Stock Holding History

NexWave Capital Partners’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$454K	Hold	22,500	–	–	1.05%	33
2021 Q3	$424K	Hold	22,500	–	–	1.09%	27
2021 Q2	$434K	Hold	22,500	–	–	0.83%	27
2021 Q1	$427K	Buy	+22,500	New	+$410K	0.53%	35

Other funds holding HDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CVS Health Woonsocket, Rhode Island $212M AUM 19.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NexWave Capital Partners's HDV Position: Q4 2021 in Review

NexWave Capital Partners held its iShares Core High Dividend ETF (HDV) position steady in Q4 2021 at 22,500 shares worth $454K. The position accounts for 1.05% of the portfolio, ranked #33.

NexWave Capital Partners first reported a position in HDV in Q1 2021 and has held it in 4 quarters since. 582 funds tracked by Wall St. Rank hold HDV as of Q4 2021.

NexWave Capital Partners held 22,500 shares of iShares Core High Dividend ETF worth $454K as of Q4 2021.
NexWave Capital Partners left its iShares Core High Dividend ETF share count unchanged in Q4 2021.
iShares Core High Dividend ETF made up 1.05% of NexWave Capital Partners's portfolio in Q4 2021, its #33 holding.
NexWave Capital Partners first reported a position in iShares Core High Dividend ETF in Q1 2021 and has held it in 4 quarters since.
582 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q4 2021.

Based on NexWave Capital Partners's 13F filing for Q4 2021, filed 10 Feb 2022.