Acorn Wealth Advisors’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Acorn Wealth Advisors’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$422K	Hold	10,488	–	–	0.1%	182
2026 Q1	$420K	Hold	10,488	–	–	0.12%	157
2025 Q4	$427K	Sell	10,488 -35	-0.3%	-$1.43K	0.13%	154
2025 Q3	$434K	Buy	10,523 +803	+8%	+$32.8K	0.14%	156
2025 Q2	$399K	Sell	9,720 -623	-6%	-$24.9K	0.15%	134
2025 Q1	$418K	Sell	10,343 -472	-4%	-$19.3K	0.17%	124
2024 Q4	$440K	Sell	10,815 -192	-2%	-$7.9K	0.18%	118
2024 Q3	$459K	Sell	11,007 -17	-0.2%	-$696	0.2%	102
2024 Q2	$445K	Sell	11,024 -56	-0.5%	-$2.26K	0.22%	92
2024 Q1	$456K	Buy	11,080 +54	+0.5%	+$2.21K	0.24%	89
2023 Q4	$451K	Buy	11,026 +1,707	+18%	+$67.7K	0.27%	82
2023 Q3	$371K	Buy	+9,319	New	+$375K	0.25%	95

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Acorn Wealth Advisors's HYGV Position: Q2 2026 in Review

Acorn Wealth Advisors held its Northern Trust High Yield Value-Scored Bond ETF (HYGV) position steady in Q2 2026 at 10,488 shares worth $422K. The position accounts for 0.1% of the portfolio, ranked #182.

Acorn Wealth Advisors first reported a position in HYGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $459K in Q3 2024. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Acorn Wealth Advisors held 10,488 shares of Northern Trust High Yield Value-Scored Bond ETF worth $422K as of Q2 2026.
Acorn Wealth Advisors left its Northern Trust High Yield Value-Scored Bond ETF share count unchanged in Q2 2026.
Northern Trust High Yield Value-Scored Bond ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #182 holding.
Acorn Wealth Advisors first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q3 2023 and has held it in 12 quarters since.
Acorn Wealth Advisors's Northern Trust High Yield Value-Scored Bond ETF position peaked at $459K in Q3 2024.
114 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.