USAdvisors Wealth Management’s IQ S&P High Yield Low Volatility Bond ETF HYLV Stock Holding History

USAdvisors Wealth Management’s Portfolio HYLV Stock Details HYLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-9,752	Closed	-$240K	–	61
2019 Q1	$240K	Buy	9,752 +109	+1%	+$2.64K	0.17%	39
2018 Q4	$225K	Sell	9,643 -1,143	-11%	-$27.2K	0.18%	38
2018 Q3	$262K	Buy	10,786 +116	+1%	+$2.81K	0.19%	53
2018 Q2	$257K	Buy	10,670 +115	+1%	+$2.79K	0.19%	57
2018 Q1	$259K	Sell	10,555 -246	-2%	-$6.12K	0.21%	47
2017 Q4	$272K	Buy	+10,801	New	+$273K	0.23%	41

Other funds holding HYLV

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RWM

RBA Wealth Management Newport Beach, California $273M AUM 28.08% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

USAdvisors Wealth Management's HYLV Position: Q2 2019 in Review

USAdvisors Wealth Management sold out of IQ S&P High Yield Low Volatility Bond ETF (HYLV) in Q2 2019, closing a stake of 9,752 shares — an estimated $240K sold.

USAdvisors Wealth Management first reported a position in HYLV in Q4 2017 and held it in 6 quarters. The position peaked at $272K in Q4 2017. 16 funds tracked by Wall St. Rank hold HYLV as of Q2 2019.

USAdvisors Wealth Management reported no remaining IQ S&P High Yield Low Volatility Bond ETF position as of Q2 2019 after selling out during the quarter.
USAdvisors Wealth Management sold 9,752 IQ S&P High Yield Low Volatility Bond ETF shares in Q2 2019, an estimated $240K.
USAdvisors Wealth Management first reported a position in IQ S&P High Yield Low Volatility Bond ETF in Q4 2017 and held it in 6 quarters.
USAdvisors Wealth Management's IQ S&P High Yield Low Volatility Bond ETF position peaked at $272K in Q4 2017.
16 funds tracked by Wall St. Rank held IQ S&P High Yield Low Volatility Bond ETF as of Q2 2019.

Based on USAdvisors Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.