World Equity Group
HYTR icon

World Equity Group’s CP High Yield Trend ETF HYTR Stock Holding History

World Equity Group’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-12,204
Closed -$261K – 315
2026
Q2 		$261K Buy
12,204
+443
+4% +$9.48K 0.06% 330
2026
Q1 		$250K Buy
+11,761
New +$255K 0.06% 324
2025
Q1 		– Sell
-82,782
Closed -$1.8M – 326
2024
Q4 		$1.8M Buy
82,782
+23,838
+40% +$524K 0.39% 54
2024
Q3 		$1.31M Buy
58,944
+21,401
+57% +$467K 0.47% 52
2024
Q2 		$801K Buy
37,543
+4,594
+14% +$98K 0.24% 107
2024
Q1 		$710K Buy
32,949
+4,981
+18% +$107K 0.15% 148
2023
Q4 		$599K Buy
+27,968
New +$581K 0.12% 173

Other funds holding HYTR

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

World Equity Group's HYTR Position: Q3 2026 in Review

World Equity Group sold out of CP High Yield Trend ETF (HYTR) in Q3 2026, closing a stake of 12,204 shares — an estimated $261K sold.

World Equity Group first reported a position in HYTR in Q4 2023 and held it in 7 quarters. The position peaked at $1.8M in Q4 2024. 7 funds tracked by Wall St. Rank hold HYTR as of Q3 2026.

  • World Equity Group reported no remaining CP High Yield Trend ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 12,204 CP High Yield Trend ETF shares in Q3 2026, an estimated $261K.
  • World Equity Group first reported a position in CP High Yield Trend ETF in Q4 2023 and held it in 7 quarters.
  • World Equity Group's CP High Yield Trend ETF position peaked at $1.8M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.