Prospera Financial Services’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Prospera Financial Services’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-5,143	Closed	-$459K	–	979
2022 Q4	$459K	Buy	5,143 +403	+9%	+$36.1K	0.02%	559
2022 Q3	$414K	Buy	+4,740	New	+$429K	0.02%	571
2022 Q2	–	Sell	-7,772	Closed	-$748K	–	2067
2022 Q1	$748K	Buy	7,772 +3,136	+68%	+$303K	0.03%	490
2021 Q4	$459K	Buy	4,636 +52	+1%	+$5.13K	0.02%	595
2021 Q3	$455K	Hold	4,584	–	–	0.02%	559
2021 Q2	$458K	Buy	4,584 +500	+12%	+$49.6K	0.02%	552
2021 Q1	$405K	Hold	4,084	–	–	0.02%	545
2020 Q4	$401K	Buy	4,084 +4,030	+7,463%	+$387K	0.03%	460
2020 Q3	$5K	Buy	+54	New	+$5.06K	﹤0.01%	1285

Other funds holding HYS

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cercano Management Bellevue, Washington $2.32B AUM 30.12% 1-Year Est. Return

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

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Prospera Financial Services's HYS Position: Q1 2023 in Review

Prospera Financial Services sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q1 2023, closing a stake of 5,143 shares — an estimated $459K sold.

Prospera Financial Services first reported a position in HYS in Q3 2020 and held it in 9 quarters. The position peaked at $748K in Q1 2022. 221 funds tracked by Wall St. Rank hold HYS as of Q1 2023.

Prospera Financial Services reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 5,143 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q1 2023, an estimated $459K.
Prospera Financial Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2020 and held it in 9 quarters.
Prospera Financial Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $748K in Q1 2022.
221 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.