Summit Financial’s High Yield ETF HYLD Stock Holding History

Summit Financial’s Portfolio HYLD Stock Details HYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-24,077	Closed	-$614K	–	347
2023 Q2	$614K	Sell	24,077 -7,072	-23%	-$183K	0.04%	208
2023 Q1	$821K	Buy	31,149 +1,354	+5%	+$36.2K	0.07%	133
2022 Q4	$773K	Sell	29,795 -2,124	-7%	-$55.6K	0.07%	135
2022 Q3	$823K	Buy	31,919 +1,620	+5%	+$44.1K	0.08%	124
2022 Q2	$812K	Buy	30,299 +339	+1%	+$9.4K	0.08%	115
2022 Q1	$864K	Buy	29,960 +2,832	+10%	+$84.1K	0.07%	133
2021 Q4	$856K	Buy	27,128 +19,559	+258%	+$623K	0.07%	124
2021 Q3	$242K	Buy	+7,569	New	+$245K	0.02%	206

Summit Financial's HYLD Position: Q3 2023 in Review

Summit Financial sold out of High Yield ETF (HYLD) in Q3 2023, closing a stake of 24,077 shares — an estimated $614K sold.

Summit Financial first reported a position in HYLD in Q3 2021 and held it in 8 quarters. The position peaked at $864K in Q1 2022. 0 funds tracked by Wall St. Rank hold HYLD as of Q3 2023.

Summit Financial reported no remaining High Yield ETF position as of Q3 2023 after selling out during the quarter.
Summit Financial sold 24,077 High Yield ETF shares in Q3 2023, an estimated $614K.
Summit Financial first reported a position in High Yield ETF in Q3 2021 and held it in 8 quarters.
Summit Financial's High Yield ETF position peaked at $864K in Q1 2022.
0 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2023.

Based on Summit Financial's 13F filing for Q3 2023, filed 7 Nov 2023.