SWMG LLC’s Xtrackers High Beta High Yield Bond ETF HYUP Stock Holding History

SWMG LLC’s Portfolio HYUP Stock Details HYUP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,471	Closed	-$214K	–	100
2023 Q3	$214K	Buy	5,471 +178	+3%	+$7.04K	0.11%	92
2023 Q2	$210K	Buy	5,293 +21	+0.4%	+$823	0.11%	91
2023 Q1	$210K	Buy	5,272 +18	+0.3%	+$712	0.12%	86
2022 Q4	$203K	Buy	+5,254	New	+$204K	0.12%	75

Other funds holding HYUP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWMG LLC's HYUP Position: Q4 2023 in Review

SWMG LLC sold out of Xtrackers High Beta High Yield Bond ETF (HYUP) in Q4 2023, closing a stake of 5,471 shares — an estimated $214K sold.

SWMG LLC first reported a position in HYUP in Q4 2022 and held it in 4 quarters. The position peaked at $214K in Q3 2023. 7 funds tracked by Wall St. Rank hold HYUP as of Q4 2023.

SWMG LLC reported no remaining Xtrackers High Beta High Yield Bond ETF position as of Q4 2023 after selling out during the quarter.
SWMG LLC sold 5,471 Xtrackers High Beta High Yield Bond ETF shares in Q4 2023, an estimated $214K.
SWMG LLC first reported a position in Xtrackers High Beta High Yield Bond ETF in Q4 2022 and held it in 4 quarters.
SWMG LLC's Xtrackers High Beta High Yield Bond ETF position peaked at $214K in Q3 2023.
7 funds tracked by Wall St. Rank held Xtrackers High Beta High Yield Bond ETF as of Q4 2023.

Based on SWMG LLC's 13F filing for Q4 2023, filed 15 Feb 2024.