HYLB β€” X TRACKERS

Ownership history in Wiser Advisor Group LLC  Β·  9 quarters on record

AI Ownership Summary

Wiser Advisor Group LLC reported X TRACKERS (HYLB) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.14% in 2025 Q2. The latest visible filing shows HYLB at 1.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYLB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wiser Advisor Group LLC's position in X TRACKERS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HYLB was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.14% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wiser Advisor Group LLC held HYLB β€” position size vs. price
% of Fund (quarterly)    HYLB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 34,875 +1,077 +3.2% 1.47% $1.3M 2026-02-14 (Est.) $36.77
2025 Q3 ADDED 33,798 +435 +1.3% 1.56% $1.3M 2025-11-14 $35.90
2025 Q2 ADDED 33,363 +740 +2.3% 2.14% $1.2M 2025-08-08 $35.34
2025 Q1 ADDED 32,623 +842 +2.6% 1.74% $1.2M 2025-05-14 $34.40
2024 Q4 REDUCED 31,781 -727 -2.2% 1.67% $1.1M 2025-02-05 $34.13
2024 Q3 REDUCED 32,508 -3,038 -8.5% 1.79% $1.2M 2024-11-13 $33.52
2024 Q2 REDUCED 35,546 -1,296 -3.5% 1.98% $1.3M 2024-08-14 $32.63
2024 Q1 ADDED 36,842 +966 +2.7% 2.06% $1.3M 2024-05-16 $31.60
2023 Q4 INITIATED 35,876 β€” β€” 2.12% $1.3M 2024-02-13 $30.82

FAQ About Wiser Advisor Group LLC and HYLB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wiser Advisor Group LLC reported owning HYLB?

Wiser Advisor Group LLC reported HYLB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HYLB position in Wiser Advisor Group LLC's portfolio?

The largest reported portfolio weight for HYLB was 2.14% in 2025 Q2.

What is the latest reported HYLB position on this page?

The most recent filing on this page is 2025 Q4, when Wiser Advisor Group LLC reported 34,875 shares, equal to 1.47% of portfolio, with an estimated market value of $1.3M.

What does the chart on this HYLB ownership page compare?

The chart compares Wiser Advisor Group LLC's quarterly HYLB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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