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Flexshares Tr hig yld vl etf shares owned by Caldwell Sutter Capital

Quarter-by-quarter ownership of Flexshares Tr hig yld vl etf (HYGV) shares owned by Caldwell Sutter Capital from 13F filings

Historical chart of Caldwell Sutter Capital investment in Flexshares Tr hig yld vl etf

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All positions including Flexshares Tr hig yld vl etf held by Caldwell Sutter Capital 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 Caldwell Sutter Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.9k 141 41.67
2024-06-30 $5.7k 141 40.40

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Caterpillar (CAT)
Donegal Group Cl A (DGICA)
Costco Whsl Corp New Com (COST)
Perma-pipe International (PPIH)
Ishares Tr Core S&p500 Etf (IVV)
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Modine Manufacturing (MOD)

View all positions for Caldwell Sutter Capital

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