WP
HYLD

WealthPLAN Partners’s High Yield ETF HYLD Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$20.2K Buy
+575
New +$20K 0.01% 482

Other funds holding HYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $680M AUM 22.27% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

WealthPLAN Partners's HYLD Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in High Yield ETF (HYLD) in Q3 2016: 575 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #482 among its holdings.

42 funds tracked by Wall St. Rank hold HYLD as of Q3 2016.

  • WealthPLAN Partners held 575 shares of High Yield ETF worth $20.2K as of Q3 2016.
  • High Yield ETF was a new WealthPLAN Partners position in Q3 2016.
  • High Yield ETF made up 0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #482 holding.
  • 42 funds tracked by Wall St. Rank held High Yield ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.