SS
HYLV

Simplicity Solutions’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

Simplicity Solutions’s Portfolio HYLV Stock Details HYLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-49,325
Closed -$1.25M – 1025
2020
Q4 		$1.25M Buy
49,325
+643
+1% +$16.2K 0.02% 488
2020
Q3 		$1.21M Buy
+48,682
New +$1.22M 0.02% 443

Other funds holding HYLV

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Simplicity Solutions's HYLV Position: Q1 2021 in Review

Simplicity Solutions sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q1 2021, closing a stake of 49,325 shares — an estimated $1.25M sold.

Simplicity Solutions first reported a position in HYLV in Q3 2020 and held it in 2 quarters. The position peaked at $1.25M in Q4 2020. 30 funds tracked by Wall St. Rank hold HYLV as of Q1 2021.

  • Simplicity Solutions reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 49,325 IQ S&P High Yield Low Volatility Bond ETF shares in Q1 2021, an estimated $1.25M.
  • Simplicity Solutions first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's IQ S&P High Yield Low Volatility Bond ETF position peaked at $1.25M in Q4 2020.
  • 30 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.