Core Insights - Cornerstone Planning Group LLC significantly reduced its position in VictoryShares USAA Core Short-Term Bond ETF by selling 245,575 shares for approximately $12.48 million during Q3 2025 [1][2][8] - The remaining holding of the ETF is only 420 shares, valued at $25,360 as of September 30, 2025 [2][3] Company Overview - The total assets under management (AUM) for VictoryShares USAA Core Short-Term Bond ETF is $1.6 billion [4] - As of November 3, 2025, the ETF's price was $50.93, with a dividend yield of 4.66% and a one-year total return of 1.01% [4][3] Investment Strategy - The ETF focuses on short-term debt securities with a dollar-weighted average portfolio maturity of three years or less, aiming to provide income [5][6] - It may allocate up to 20% of its portfolio to foreign debt securities, including those from emerging markets and non-U.S. dollar bonds [5][6] Performance Metrics - As of November 3, 2025, the ETF's price was 0.38% below its 52-week high, and it lagged the S&P 500 by 14.26 percentage points over the past year [3] - The fund has produced a lifetime gain of only 1.34%, which may have influenced Cornerstone's decision to sell [8][10] Market Sentiment - Despite being a healthy dividend producer, the ETF has disappointed many investors due to its performance and high expense ratio of 0.35% [9][10] - The ETF's price peaked in 2021 but has not recovered to those levels by 2025, leading to concerns about its growth potential beyond dividends [11]

Core Insights - The VanEck Bitcoin ETF (HODL) and iShares Bitcoin Trust ETF (IBIT) are designed to closely track Bitcoin's price, providing investors with direct exposure to the cryptocurrency's performance [1] Cost & Size - HODL has an expense ratio of 0.20%, making it slightly more affordable than IBIT's 0.25% [2] - As of November 3, 2025, HODL has $2.0 billion in assets under management (AUM), while IBIT has significantly larger AUM of $88.0 billion [2] Holdings - IBIT primarily holds Bitcoin with small cash amounts, aiming to match Bitcoin's price performance; it is relatively new at 1.8 years old [3] - HODL also holds 100% Bitcoin, tracking its price passively without any added complexity [4] Performance - Over the 12 months ending November 4, 2025, IBIT rose by 45.16%, while HODL delivered a slightly better return of 45.47% [7] Fee Structure - HODL is waiving all sponsor fees for the first $2.5 billion of its assets until January 10, 2026, allowing investors to buy shares without fees [5][6] - After January 10, 2026, HODL will charge a 0.20% fee [6]

Group 1 - The SPDR Gold Shares ETF (GLD), the world's largest gold-focused exchange-traded fund, reached record trading levels [2] - GLD also achieved its highest relative strength index reading on record on Monday [2] - The ETF has been listed since November 2004 and has shown significant performance growth [2]

In today's article, we will analyze the investment vehicle JPMorgan Active High Yield (BATS: JPHY ) belonging to the category exchange-traded fund and operated by the manager owned by the investment bank JP Morgan. ThisAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other ...