TSWM
HDRO

Tyler-Stone Wealth Management’s Defiance Next Gen H2 ETF HDRO Stock Holding History

Tyler-Stone Wealth Management’s Portfolio HDRO Stock Details HDRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$1.1K – 979
2024
Q2 		$1.1K Hold
28
– – ﹤0.01% 903
2024
Q1 		$1.16K Hold
28
– – ﹤0.01% 886
2023
Q4 		$1.42K Hold
28
– – ﹤0.01% 840
2023
Q3 		$1K Hold
28
– – ﹤0.01% 897
2023
Q2 		$2K Buy
+28
New +$1.96K ﹤0.01% 823
2022
Q4 		$2K Hold
28
– – ﹤0.01% 775
2022
Q3 		$2K Hold
28
– – ﹤0.01% 771
2022
Q2 		$2K Hold
28
– – ﹤0.01% 783
2022
Q1 		$4K Hold
28
– – ﹤0.01% 709
2021
Q4 		$4K Buy
+28
New +$4.86K ﹤0.01% 737

Other funds holding HDRO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $629M AUM 20.47% 1-Year Est. Return
ST
Smithfield Trust Pittsburgh, Pennsylvania $2.3B AUM 14.87% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return