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Summit Wealth Group’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Summit Wealth Group’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-16
Closed -$1K – 129
2021
Q2 		$1K Buy
+16
New +$794 ﹤0.01% 188

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Summit Wealth Group's HYGV Position: Q3 2021 in Review

Summit Wealth Group sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q3 2021, closing a stake of 16 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in HYGV in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 42 funds tracked by Wall St. Rank hold HYGV as of Q3 2021.

  • Summit Wealth Group reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 16 Northern Trust High Yield Value-Scored Bond ETF shares in Q3 2021, an estimated $1K.
  • Summit Wealth Group first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q2 2021 and held it in 1 quarter.
  • Summit Wealth Group's Northern Trust High Yield Value-Scored Bond ETF position peaked at $1K in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.