WMA
HYDW icon

Wealth Management Associates’s Xtrackers Low Beta High Yield Bond ETF HYDW Stock Holding History

Wealth Management Associates’s Portfolio HYDW Stock Details HYDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$699K Buy
14,930
+4,450
+42% +$208K 0.19% 96
2026
Q1 		$489K Buy
10,480
+2,100
+25% +$98.7K 0.17% 119
2025
Q4 		$395K Buy
+8,380
New +$396K 0.14% 141

Other funds holding HYDW

FGC
Financial Gravity Companies Lakeway, Texas $616M AUM
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Wealth Management Associates's HYDW Position: Q2 2026 in Review

Wealth Management Associates increased its Xtrackers Low Beta High Yield Bond ETF (HYDW) stake by 42% in Q2 2026, buying an estimated $208K and bringing the position to 14,930 shares worth $699K. The position accounts for 0.19% of the portfolio, ranked #96.

Wealth Management Associates first reported a position in HYDW in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold HYDW as of Q2 2026.

  • Wealth Management Associates held 14,930 shares of Xtrackers Low Beta High Yield Bond ETF worth $699K as of Q2 2026.
  • Wealth Management Associates bought 4,450 Xtrackers Low Beta High Yield Bond ETF shares in Q2 2026, an estimated $208K.
  • Xtrackers Low Beta High Yield Bond ETF made up 0.19% of Wealth Management Associates's portfolio in Q2 2026, its #96 holding.
  • Wealth Management Associates first reported a position in Xtrackers Low Beta High Yield Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Xtrackers Low Beta High Yield Bond ETF as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.