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SeaCrest Wealth Management’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

SeaCrest Wealth Management’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
-2,430
Closed -$48K – 1072
2022
Q2 		$48K Buy
+2,430
New +$50.7K 0.01% 1136

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

SeaCrest Wealth Management's IYLD Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2022, closing a stake of 2,430 shares — an estimated $48K sold.

SeaCrest Wealth Management first reported a position in IYLD in Q2 2022 and held it in 1 quarter. The position peaked at $48K in Q2 2022. 48 funds tracked by Wall St. Rank hold IYLD as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,430 iShares Morningstar Multi-Asset Income ETF shares in Q3 2022, an estimated $48K.
  • SeaCrest Wealth Management first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's iShares Morningstar Multi-Asset Income ETF position peaked at $48K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.