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
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

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AWM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AE Wealth Management's HYSA Position: Q1 2026 in Review

AE Wealth Management opened a new position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q1 2026: 252 shares worth $3.74K. The stake represents ﹤0.01% of the portfolio and ranks #2415 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in HYSA as recently as Q3 2025.

AE Wealth Management first reported a position in HYSA in Q3 2025 and has held it in 2 quarters since. The position peaked at $6.1K in Q3 2025. 17 funds tracked by Wall St. Rank hold HYSA as of Q1 2026.

  • AE Wealth Management held 252 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $3.74K as of Q1 2026.
  • BondBloxx USD High Yield Bond Sector Rotation ETF was a new AE Wealth Management position in Q1 2026.
  • BondBloxx USD High Yield Bond Sector Rotation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2415 holding.
  • AE Wealth Management first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2025 and has held it in 2 quarters since.
  • AE Wealth Management's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $6.1K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.