OPW
HYLD

Oxler Private Wealth’s High Yield ETF HYLD Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-500
Closed -$56.5K – 345
2022
Q3 		$56.5K Buy
+500
New +$13.6K 0.03% 192

Other funds holding HYLD

FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Oxler Private Wealth's HYLD Position: Q4 2022 in Review

Oxler Private Wealth sold out of High Yield ETF (HYLD) in Q4 2022, closing a stake of 500 shares — an estimated $56.5K sold.

Oxler Private Wealth first reported a position in HYLD in Q3 2022 and held it in 1 quarter. The position peaked at $56.5K in Q3 2022. 36 funds tracked by Wall St. Rank hold HYLD as of Q4 2022.

  • Oxler Private Wealth reported no remaining High Yield ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 500 High Yield ETF shares in Q4 2022, an estimated $56.5K.
  • Oxler Private Wealth first reported a position in High Yield ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's High Yield ETF position peaked at $56.5K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held High Yield ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.