Secure Asset Management’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Secure Asset Management’s Portfolio HYDW Stock Details HYDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,427	Closed	-$454K	–	192
2022 Q1	$454K	Sell	9,427 -597	-6%	-$29.2K	0.2%	96
2021 Q4	$507K	Buy	10,024 +1,433	+17%	+$72.3K	0.21%	86
2021 Q3	$436K	Buy	8,591 +163	+2%	+$8.29K	0.22%	81
2021 Q2	$429K	Buy	8,428 +1,317	+19%	+$66.6K	0.22%	94
2021 Q1	$359K	Buy	7,111 +437	+7%	+$22.1K	0.2%	108
2020 Q4	$339K	Sell	6,674 -188	-3%	-$9.48K	0.2%	104
2020 Q3	$341K	Sell	6,862 -753	-10%	-$37.7K	0.23%	98
2020 Q2	$371K	Buy	+7,615	New	+$367K	0.26%	97

Other funds holding HYDW

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

PCWA

Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return

Secure Asset Management's HYDW Position: Q2 2022 in Review

Secure Asset Management sold out of Xtrackers Low Beta High Yield Bond ETF (HYDW) in Q2 2022, closing a stake of 9,427 shares — an estimated $454K sold.

Secure Asset Management first reported a position in HYDW in Q2 2020 and held it in 8 quarters. The position peaked at $507K in Q4 2021. 23 funds tracked by Wall St. Rank hold HYDW as of Q2 2022.

Secure Asset Management reported no remaining Xtrackers Low Beta High Yield Bond ETF position as of Q2 2022 after selling out during the quarter.
Secure Asset Management sold 9,427 Xtrackers Low Beta High Yield Bond ETF shares in Q2 2022, an estimated $454K.
Secure Asset Management first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q2 2020 and held it in 8 quarters.
Secure Asset Management's Xtrackers Low Beta High Yield Bond ETF position peaked at $507K in Q4 2021.
23 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2022.

Based on Secure Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.