Wealthspire Advisors (Maryland)’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GYLD Stock Details GYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-900	Closed	-$15K	–	2490
2018 Q1	$15K	Sell	900 -2,000	-69%	-$35.9K	﹤0.01%	1401
2017 Q4	$52K	Sell	2,900 -3,600	-55%	-$65.1K	0.01%	982
2017 Q3	$119K	Buy	6,500 +1,000	+18%	+$18.3K	0.01%	641
2017 Q2	$101K	Buy	+5,500	New	+$102K	0.01%	695

Other funds holding GYLD

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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

Wealthspire Advisors (Maryland)'s GYLD Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q2 2018, closing a stake of 900 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in GYLD in Q2 2017 and held it in 4 quarters. The position peaked at $119K in Q3 2017. 37 funds tracked by Wall St. Rank hold GYLD as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Arrow Dow Jones Global Yield ETF position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 900 Arrow Dow Jones Global Yield ETF shares in Q2 2018, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in Arrow Dow Jones Global Yield ETF in Q2 2017 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Arrow Dow Jones Global Yield ETF position peaked at $119K in Q3 2017.
37 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.