Atria Wealth Solutions’s UBS Asset Management High Yield Credit Fund DHY Stock Holding History

Atria Wealth Solutions’s Portfolio DHY Stock Details DHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-23,111	Closed	-$49K	–	1555
2025 Q1	$49K	Hold	23,111	–	–	﹤0.01%	1825
2024 Q4	$49.5K	Hold	23,111	–	–	﹤0.01%	1935
2024 Q3	$52.5K	Hold	23,111	–	–	﹤0.01%	1887
2024 Q2	$46.7K	Hold	23,111	–	–	﹤0.01%	1893
2024 Q1	$46.7K	Sell	23,111 -3,778	-14%	-$7.52K	﹤0.01%	1926
2023 Q4	$53.2K	Buy	26,889 +5,882	+28%	+$11.1K	﹤0.01%	1881
2023 Q3	$39.5K	Sell	21,007 -9,848	-32%	-$18.6K	﹤0.01%	1825
2023 Q2	$58.3K	Hold	30,855	–	–	﹤0.01%	1809
2023 Q1	$58.3K	Hold	30,855	–	–	﹤0.01%	1797
2022 Q4	$54.3K	Hold	30,855	–	–	﹤0.01%	1739
2022 Q3	$54K	Hold	30,855	–	–	﹤0.01%	1692
2022 Q2	$58K	Sell	30,855 -10,600	-26%	-$21.3K	﹤0.01%	1573
2022 Q1	$90K	Buy	+41,455	New	+$94.6K	﹤0.01%	1670

Other funds holding DHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Wealth Solutions's DHY Position: Q2 2025 in Review

Atria Wealth Solutions sold out of UBS Asset Management High Yield Credit Fund (DHY) in Q2 2025, closing a stake of 23,111 shares — an estimated $49K sold.

Atria Wealth Solutions first reported a position in DHY in Q1 2022 and held it in 13 quarters. The position peaked at $90K in Q1 2022. 68 funds tracked by Wall St. Rank hold DHY as of Q2 2025.

Atria Wealth Solutions reported no remaining UBS Asset Management High Yield Credit Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 23,111 UBS Asset Management High Yield Credit Fund shares in Q2 2025, an estimated $49K.
Atria Wealth Solutions first reported a position in UBS Asset Management High Yield Credit Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's UBS Asset Management High Yield Credit Fund position peaked at $90K in Q1 2022.
68 funds tracked by Wall St. Rank held UBS Asset Management High Yield Credit Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.