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Sequent Planning’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Sequent Planning’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$273K Buy
19,131
+2,863
+18% +$40.5K 0.06% 233
2026
Q1 		$224K Buy
16,268
+1,313
+9% +$18.1K 0.05% 222
2025
Q4 		$202K Sell
14,955
-1,634
-10% -$21.7K 0.05% 224
2025
Q3 		$221K Sell
16,589
-905
-5% -$12.1K 0.06% 189
2025
Q2 		$230K Buy
17,494
+5,304
+44% +$67.8K 0.07% 149
2025
Q1 		$157K Buy
12,190
+878
+8% +$11.1K 0.06% 145
2024
Q4 		$139K Sell
11,312
-2,475
-18% -$32.4K 0.05% 140
2024
Q3 		$186K Sell
13,787
-914
-6% -$12.1K 0.06% 144
2024
Q2 		$191K Buy
14,701
+1,385
+10% +$18.2K 0.07% 135
2024
Q1 		$176K Buy
+13,316
New +$174K 0.06% 138

Other funds holding GYLD

AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Sequent Planning's GYLD Position: Q2 2026 in Review

Sequent Planning increased its Arrow Dow Jones Global Yield ETF (GYLD) stake by 18% in Q2 2026, buying an estimated $40.5K and bringing the position to 19,131 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #233.

Sequent Planning first reported a position in GYLD in Q1 2024 and has held it in 10 quarters since. 17 funds tracked by Wall St. Rank hold GYLD as of Q2 2026.

  • Sequent Planning held 19,131 shares of Arrow Dow Jones Global Yield ETF worth $273K as of Q2 2026.
  • Sequent Planning bought 2,863 Arrow Dow Jones Global Yield ETF shares in Q2 2026, an estimated $40.5K.
  • Arrow Dow Jones Global Yield ETF made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #233 holding.
  • Sequent Planning first reported a position in Arrow Dow Jones Global Yield ETF in Q1 2024 and has held it in 10 quarters since.
  • 17 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.