UBS Group
HYLD

UBS Group’s High Yield ETF HYLD Stock Holding History

UBS Group’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
Q1 		– Sell
-2,741
Closed -$71.1K – 11062
2022
Q4 		$71.1K Buy
2,741
+1,526
+126% +$40K ﹤0.01% 6432
2022
Q3 		$31K Buy
+1,215
New +$33.1K ﹤0.01% 6857
2022
Q2 		– Sell
-1,648
Closed -$48K – 11330
2022
Q1 		$48K Sell
1,648
-258
-14% -$7.66K ﹤0.01% 6547
2021
Q4 		$60K Buy
+1,906
New +$60.7K ﹤0.01% 6743
2021
Q3 		– Sell
-62
Closed -$2K – 10340
2021
Q2 		$2K Buy
+62
New +$2.01K ﹤0.01% 9026
2020
Q3 		– Sell
-200
Closed -$6K – 8565
2020
Q2 		$6K Sell
200
-773
-79% -$21.2K ﹤0.01% 7327
2020
Q1 		$24K Sell
973
-875
-47% -$27.8K ﹤0.01% 6383
2019
Q4 		$62K Buy
1,848
+1,648
+824% +$55.2K ﹤0.01% 6241
2019
Q3 		$7K Sell
200
-1,632
-89% -$56K ﹤0.01% 7363
2019
Q2 		$63K Buy
1,832
+1,188
+184% +$41.2K ﹤0.01% 5723
2019
Q1 		$22K Sell
644
-1,845
-74% -$63.6K ﹤0.01% 6247
2018
Q4 		$84K Buy
2,489
+579
+30% +$20.5K ﹤0.01% 5685
2018
Q3 		$70K Buy
1,910
+883
+86% +$32.4K ﹤0.01% 5888
2018
Q2 		$38K Buy
1,027
+827
+414% +$30.5K ﹤0.01% 6222
2018
Q1 		$7K Hold
200
– – ﹤0.01% 7098
2017
Q4 		$7K Hold
200
– – ﹤0.01% 7257
2017
Q3 		$7K Hold
200
– – ﹤0.01% 7098
2017
Q2 		$7K Buy
200
+110
+122% +$3.96K ﹤0.01% 6997
2017
Q1 		$3K Buy
90
+30
+50% +$1.08K ﹤0.01% 7212
2016
Q4 		$2K Buy
60
+59
+5,900% +$2.06K ﹤0.01% 7538
2016
Q3 		$0 Hold
1
– – ﹤0.01% 8013
2016
Q2 		$0 Sell
1
-2,017
-100% -$66.5K ﹤0.01% 8043
2016
Q1 		$64K Buy
2,018
+918
+83% +$28.7K ﹤0.01% 5307
2015
Q4 		$36K Buy
1,100
+950
+633% +$33.4K ﹤0.01% 6154
2015
Q3 		$5K Buy
+150
New +$5.82K ﹤0.01% 7742
2015
Q1 		– Sell
-158
Closed -$7K – 9542
2014
Q4 		$7K Buy
+158
New +$7.28K ﹤0.01% 8738

Other funds holding HYLD

FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

UBS Group's HYLD Position: Q1 2023 in Review

UBS Group sold out of High Yield ETF (HYLD) in Q1 2023, closing a stake of 2,741 shares — an estimated $71.1K sold.

UBS Group first reported a position in HYLD in Q4 2014 and held it in 26 quarters. The position peaked at $84K in Q4 2018. 39 funds tracked by Wall St. Rank hold HYLD as of Q1 2023.

  • UBS Group reported no remaining High Yield ETF position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 2,741 High Yield ETF shares in Q1 2023, an estimated $71.1K.
  • UBS Group first reported a position in High Yield ETF in Q4 2014 and held it in 26 quarters.
  • UBS Group's High Yield ETF position peaked at $84K in Q4 2018.
  • 39 funds tracked by Wall St. Rank held High Yield ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.