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 Q2	$9.76M	Buy	262,229 +18,574	+8%	+$694K	5.07%	6
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Anderson Financial Strategies's HYFI Position: Q2 2026 in Review

Anderson Financial Strategies increased its AB High Yield ETF (HYFI) stake by 7.6% in Q2 2026, buying an estimated $694K and bringing the position to 262,229 shares worth $9.76M. The position accounts for 5.07% of the portfolio, ranked #6.

Anderson Financial Strategies first reported a position in HYFI in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold HYFI as of Q2 2026.

Anderson Financial Strategies held 262,229 shares of AB High Yield ETF worth $9.76M as of Q2 2026.
Anderson Financial Strategies bought 18,574 AB High Yield ETF shares in Q2 2026, an estimated $694K.
AB High Yield ETF made up 5.07% of Anderson Financial Strategies's portfolio in Q2 2026, its #6 holding.
Anderson Financial Strategies first reported a position in AB High Yield ETF in Q4 2024 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held AB High Yield ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.