Patriot Financial Group Insurance Agency’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio HYLV Stock Details HYLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250	Closed	-$5K	–	2098
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	1520
2022 Q1	$6K	Hold	250	–	–	﹤0.01%	1574
2021 Q4	$6K	Hold	250	–	–	﹤0.01%	1680
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	1668
2021 Q2	$6K	Hold	250	–	–	﹤0.01%	1616
2021 Q1	$6K	Hold	250	–	–	﹤0.01%	1521
2020 Q4	$6K	Hold	250	–	–	﹤0.01%	1404
2020 Q3	$6K	Hold	250	–	–	﹤0.01%	1200
2020 Q2	$6K	Hold	250	–	–	﹤0.01%	1150
2020 Q1	$6K	Hold	250	–	–	﹤0.01%	1038
2019 Q4	$6K	Hold	250	–	–	﹤0.01%	958
2019 Q3	$6K	Hold	250	–	–	﹤0.01%	913
2019 Q2	$6K	Hold	250	–	–	﹤0.01%	919
2019 Q1	$6K	Buy	+250	New	+$6.06K	﹤0.01%	824

Other funds holding HYLV

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

FTUS

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

RJFSA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

CTFG

Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYLV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in HYLV in Q1 2019 and held it in 14 quarters. The position peaked at $6K in Q1 2022. 19 funds tracked by Wall St. Rank hold HYLV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 250 IQ S&P High Yield Low Volatility Bond ETF shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q1 2019 and held it in 14 quarters.
Patriot Financial Group Insurance Agency's IQ S&P High Yield Low Volatility Bond ETF position peaked at $6K in Q1 2022.
19 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.