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Anderson Financial Strategies’s AB High Yield ETF HYFI Stock Holding History

Anderson Financial Strategies’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
Q1 		$9.1M Buy
243,655
+8,712
+4% +$327K 5% 7
2025
Q4 		$8.83M Buy
234,943
+3,997
+2% +$151K 5.13% 7
2025
Q3 		$8.77M Buy
230,946
+19,405
+9% +$730K 5.19% 7
2025
Q2 		$7.93M Sell
211,541
-3,975
-2% -$146K 5.07% 7
2025
Q1 		$7.94M Sell
215,516
-16,319
-7% -$606K 4.86% 6
2024
Q4 		$8.55M Buy
+231,835
New +$8.63M 5.15% 7

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Anderson Financial Strategies's HYFI Position: Q1 2026 in Review

Anderson Financial Strategies increased its AB High Yield ETF (HYFI) stake by 3.7% in Q1 2026, buying an estimated $327K and bringing the position to 243,655 shares worth $9.1M. The position accounts for 5% of the portfolio, ranked #7.

Anderson Financial Strategies first reported a position in HYFI in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

  • Anderson Financial Strategies held 243,655 shares of AB High Yield ETF worth $9.1M as of Q1 2026.
  • Anderson Financial Strategies bought 8,712 AB High Yield ETF shares in Q1 2026, an estimated $327K.
  • AB High Yield ETF made up 5% of Anderson Financial Strategies's portfolio in Q1 2026, its #7 holding.
  • Anderson Financial Strategies first reported a position in AB High Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • 57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.