AWM
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AE Wealth Management’s BondBloxx USD High Yield Bond Sector Rotation 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

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

AE Wealth Management sold out of BondBloxx USD High Yield Bond Sector Rotation 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. 15 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

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

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