Pacific Capital Wealth Advisors’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Pacific Capital Wealth Advisors’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
2022 Q3	–	Sell	-10,499	Closed	-$468K	–	83
2022 Q2	$468K	Sell	10,499 -219	-2%	-$10.1K	0.13%	65
2022 Q1	$517K	Buy	10,718 +2	+0%	+$98	0.15%	67
2021 Q4	$542K	Buy	10,716 +3	+0%	+$151	0.16%	69
2021 Q3	$544K	Sell	10,713 -3,289	-23%	-$167K	0.17%	64
2021 Q2	$712K	Buy	14,002 +698	+5%	+$35.3K	0.36%	51
2021 Q1	$672K	Sell	13,304 -100	-0.7%	-$5.05K	0.37%	46
2020 Q4	$682K	Sell	13,404 -465	-3%	-$23.4K	0.39%	46
2020 Q3	$690K	Buy	13,869 +1,287	+10%	+$64.4K	0.41%	44
2020 Q2	$614K	Buy	+12,582	New	+$607K	0.42%	42

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Pacific Capital Wealth Advisors's HYDW Position: Q3 2022 in Review

Pacific Capital Wealth Advisors sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q3 2022, closing a stake of 10,499 shares — an estimated $468K sold.

Pacific Capital Wealth Advisors first reported a position in HYDW in Q2 2020 and held it in 9 quarters. The position peaked at $712K in Q2 2021. 22 funds tracked by Wall St. Rank hold HYDW as of Q3 2022.

Pacific Capital Wealth Advisors reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q3 2022 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 10,499 Xtrackers Low Beta High Yield Bond ETF shares in Q3 2022, an estimated $468K.
Pacific Capital Wealth Advisors first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2020 and held it in 9 quarters.
Pacific Capital Wealth Advisors's Xtrackers Low Beta High Yield Bond ETF position peaked at $712K in Q2 2021.
22 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q3 2022.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.