Advisory Resource Group’s AB High Yield ETF HYFI Stock Holding History

Advisory Resource Group’s Portfolio HYFI Stock Details HYFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.17M	Sell	115,534 -20,905	-15%	-$773K	0.6%	50
2026 Q2	$5.09M	Buy	136,439 +5,511	+4%	+$206K	0.77%	36
2026 Q1	$4.87M	Buy	130,928 +2,431	+2%	+$91.2K	0.84%	36
2025 Q4	$4.83M	Buy	128,497 +7,320	+6%	+$276K	0.85%	37
2025 Q3	$4.6M	Buy	+121,177	New	+$4.56M	0.83%	38
2025 Q2	–	Sell	-96,870	Closed	-$3.57M	–	173
2025 Q1	$3.57M	Buy	96,870 +7,093	+8%	+$264K	0.73%	43
2024 Q4	$3.31M	Buy	89,777 +2,974	+3%	+$111K	0.7%	42
2024 Q3	$3.26M	Sell	86,803 -895	-1%	-$33.1K	0.7%	41
2024 Q2	$3.19M	Buy	87,698 +2,778	+3%	+$101K	0.72%	42
2024 Q1	$3.12M	Buy	84,920 +2,795	+3%	+$102K	0.72%	40
2023 Q4	$3M	Buy	82,125 +189	+0.2%	+$6.64K	0.75%	40
2023 Q3	$2.85M	Buy	+81,936	New	+$2.88M	0.77%	38

Other funds holding HYFI

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Redwood Financial Network Solon, Ohio $184M AUM 21.08% 1-Year Est. Return

Advisory Resource Group's HYFI Position: Q3 2026 in Review

Advisory Resource Group reduced its AB High Yield ETF (HYFI) stake by 15% in Q3 2026, selling an estimated $773K and leaving 115,534 shares worth $4.17M. The position accounts for 0.6% of the portfolio, ranked #50.

Advisory Resource Group first reported a position in HYFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.09M in Q2 2026. 28 funds tracked by Wall St. Rank hold HYFI as of Q3 2026.

Advisory Resource Group held 115,534 shares of AB High Yield ETF worth $4.17M as of Q3 2026.
Advisory Resource Group sold 20,905 AB High Yield ETF shares in Q3 2026, an estimated $773K.
AB High Yield ETF made up 0.6% of Advisory Resource Group's portfolio in Q3 2026, its #50 holding.
Advisory Resource Group first reported a position in AB High Yield ETF in Q3 2023 and has held it in 12 quarters since.
Advisory Resource Group's AB High Yield ETF position peaked at $5.09M in Q2 2026.
28 funds tracked by Wall St. Rank held AB High Yield ETF as of Q3 2026.

Based on Advisory Resource Group's 13F filing for Q3 2026, filed 26 Oct 2026.