Rise Advisors’s Xtrackers High Beta High Yield Bond ETF HYUP Stock Holding History

Rise Advisors’s Portfolio HYUP Stock Details HYUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-200	Closed	-$7.94K	–	683
2023 Q2	$7.94K	Buy	200 +4	+2%	+$157	0.01%	373
2023 Q1	$7.79K	Buy	+196	New	+$7.76K	0.01%	399

Other funds holding HYUP

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

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

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

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

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

Rise Advisors's HYUP Position: Q3 2023 in Review

Rise Advisors sold out of Xtrackers High Beta High Yield Bond ETF (HYUP) in Q3 2023, closing a stake of 200 shares — an estimated $7.94K sold.

Rise Advisors first reported a position in HYUP in Q1 2023 and held it in 2 quarters. The position peaked at $7.94K in Q2 2023. 7 funds tracked by Wall St. Rank hold HYUP as of Q3 2023.

Rise Advisors reported no remaining Xtrackers High Beta High Yield Bond ETF position as of Q3 2023 after selling out during the quarter.
Rise Advisors sold 200 Xtrackers High Beta High Yield Bond ETF shares in Q3 2023, an estimated $7.94K.
Rise Advisors first reported a position in Xtrackers High Beta High Yield Bond ETF in Q1 2023 and held it in 2 quarters.
Rise Advisors's Xtrackers High Beta High Yield Bond ETF position peaked at $7.94K in Q2 2023.
7 funds tracked by Wall St. Rank held Xtrackers High Beta High Yield Bond ETF as of Q3 2023.

Based on Rise Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.