AE Wealth Management’s BondBloxx High Yield Income ETF HYSA Stock Holding History

AE Wealth Management’s Portfolio HYSA Stock Details HYSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-252	Closed	-$3.74K	–	2722
2026 Q1	$3.74K	Buy	+252	New	+$3.8K	﹤0.01%	2415
2025 Q4	–	Sell	-397	Closed	-$6.1K	–	2502
2025 Q3	$6.1K	Buy	+397	New	+$6.04K	﹤0.01%	2046

Other funds holding HYSA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

AE Wealth Management's HYSA Position: Q2 2026 in Review

AE Wealth Management sold out of BondBloxx High Yield Income ETF (HYSA) in Q2 2026, closing a stake of 252 shares — an estimated $3.74K sold.

AE Wealth Management first reported a position in HYSA in Q3 2025 and held it in 2 quarters. The position peaked at $6.1K in Q3 2025. 17 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

AE Wealth Management reported no remaining BondBloxx High Yield Income ETF position as of Q2 2026 after selling out during the quarter.
AE Wealth Management sold 252 BondBloxx High Yield Income ETF shares in Q2 2026, an estimated $3.74K.
AE Wealth Management first reported a position in BondBloxx High Yield Income ETF in Q3 2025 and held it in 2 quarters.
AE Wealth Management's BondBloxx High Yield Income ETF position peaked at $6.1K in Q3 2025.
17 funds tracked by Wall St. Rank held BondBloxx High Yield Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.