Atria Investments’s AB High Yield ETF HYFI Stock Holding History

Atria Investments’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	–	Sell	-5,429	Closed	-$204K	–	2100
2025 Q4	$204K	Buy	+5,429	New	+$205K	﹤0.01%	1966
2025 Q3	–	Sell	-10,215	Closed	-$383K	–	2085
2025 Q2	$383K	Sell	10,215 -46	-0.4%	-$1.69K	﹤0.01%	1572
2025 Q1	$378K	Buy	10,261 +121	+1%	+$4.5K	﹤0.01%	1497
2024 Q4	$374K	Sell	10,140 -26	-0.3%	-$968	﹤0.01%	1469
2024 Q3	$382K	Buy	10,166 +116	+1%	+$4.29K	﹤0.01%	1470
2024 Q2	$366K	Buy	+10,050	New	+$365K	﹤0.01%	1472

Other funds holding HYFI

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Atria Investments's HYFI Position: Q1 2026 in Review

Atria Investments sold out of AB High Yield ETF (HYFI) in Q1 2026, closing a stake of 5,429 shares — an estimated $204K sold.

Atria Investments first reported a position in HYFI in Q2 2024 and held it in 6 quarters. The position peaked at $383K in Q2 2025. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

Atria Investments reported no remaining AB High Yield ETF position as of Q1 2026 after selling out during the quarter.
Atria Investments sold 5,429 AB High Yield ETF shares in Q1 2026, an estimated $204K.
Atria Investments first reported a position in AB High Yield ETF in Q2 2024 and held it in 6 quarters.
Atria Investments's AB High Yield ETF position peaked at $383K in Q2 2025.
57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.