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Flexshares Tr hig yld vl etf shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Flexshares Tr hig yld vl etf

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr hig yld vl etf held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr hig yld vl etf by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 47k 41.67
2024-06-30 $1.0M 25k 40.40
2024-03-31 $313k 7.6k 41.11

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Flexshares Tr hig yld vl etf

Northern Trust
Envestnet Asset Management
Kensington Asset Management
Envestnet Portfolio Solutions
Morgan Stanley
Boltwood Capital Management
United Bank
Bank of America Corporation
Mml Investors Services
AE Wealth Management
Wright Fund Managment
REDW Stanley Financial Advisors
Commonwealth Equity Services
Wealth Enhancement Advisory Services
Cedar Wealth Management

View all funds holding Flexshares Tr hig yld vl etf