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Prospera Financial Services’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Prospera Financial Services’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,300
Closed -$46K – 1225
2022
Q2 		$46K Hold
2,300
– – ﹤0.01% 1041
2022
Q1 		$51K Buy
+2,300
New +$52.8K ﹤0.01% 1374

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Prospera Financial Services's IYLD Position: Q3 2022 in Review

Prospera Financial Services sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2022, closing a stake of 2,300 shares — an estimated $46K sold.

Prospera Financial Services first reported a position in IYLD in Q1 2022 and held it in 2 quarters. The position peaked at $51K in Q1 2022. 48 funds tracked by Wall St. Rank hold IYLD as of Q3 2022.

  • Prospera Financial Services reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,300 iShares Morningstar Multi-Asset Income ETF shares in Q3 2022, an estimated $46K.
  • Prospera Financial Services first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's iShares Morningstar Multi-Asset Income ETF position peaked at $51K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.