Atlas Financial Advisors’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Atlas Financial Advisors’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
2024 Q4	$989K	Buy	+66,176	New	+$1.01M	1.54%	10

Other funds holding HYSA

FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Financial Advisors's HYSA Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) in Q4 2024: 66,176 shares worth $989K. The stake represents 1.54% of the portfolio and ranks #10 among its holdings.

16 funds tracked by Wall St. Rank hold HYSA as of Q4 2024.

Atlas Financial Advisors held 66,176 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $989K as of Q4 2024.
BondBloxx USD High Yield Bond Sector Rotation ETF was a new Atlas Financial Advisors position in Q4 2024.
BondBloxx USD High Yield Bond Sector Rotation ETF made up 1.54% of Atlas Financial Advisors's portfolio in Q4 2024, its #10 holding.
16 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.