Northwest Wealth Management’s High Yield ETF HYLD Stock Holding History

Northwest Wealth Management’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-29	Closed	-$1K	–	498
2019 Q1	$1K	Hold	29	–	–	﹤0.01%	512
2018 Q4	$1K	Sell	29 -111	-79%	-$3.93K	﹤0.01%	500
2018 Q3	$5K	Sell	140 -38	-21%	-$1.4K	﹤0.01%	431
2018 Q2	$7K	Hold	178	–	–	0.01%	385
2018 Q1	$7K	Buy	+178	New	+$6.51K	0.01%	391

Other funds holding HYLD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

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

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwest Wealth Management's HYLD Position: Q2 2019 in Review

Northwest Wealth Management sold out of High Yield ETF (HYLD) in Q2 2019, closing a stake of 29 shares — an estimated $1K sold.

Northwest Wealth Management first reported a position in HYLD in Q1 2018 and held it in 5 quarters. The position peaked at $7K in Q2 2018. 41 funds tracked by Wall St. Rank hold HYLD as of Q2 2019.

Northwest Wealth Management reported no remaining High Yield ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 29 High Yield ETF shares in Q2 2019, an estimated $1K.
Northwest Wealth Management first reported a position in High Yield ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's High Yield ETF position peaked at $7K in Q2 2018.
41 funds tracked by Wall St. Rank held High Yield ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.