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Atria Wealth Solutions’s AB High Yield ETF HYFI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-6,369
Closed -$235K – 1669
2025
Q1 		$235K Sell
6,369
-125
-2% -$4.64K ﹤0.01% 1625
2024
Q4 		$241K Buy
6,494
+622
+11% +$23.2K ﹤0.01% 1691
2024
Q3 		$221K Buy
5,872
+200
+4% +$7.4K ﹤0.01% 1719
2024
Q2 		$207K Buy
+5,672
New +$206K ﹤0.01% 1760

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $166M AUM 16.15% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Atria Wealth Solutions sold out of AB High Yield ETF (HYFI) in Q2 2025, closing a stake of 6,369 shares — an estimated $235K sold.

Atria Wealth Solutions first reported a position in HYFI in Q2 2024 and held it in 4 quarters. The position peaked at $241K in Q4 2024. 45 funds tracked by Wall St. Rank hold HYFI as of Q2 2025.

  • Atria Wealth Solutions reported no remaining AB High Yield ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,369 AB High Yield ETF shares in Q2 2025, an estimated $235K.
  • Atria Wealth Solutions first reported a position in AB High Yield ETF in Q2 2024 and held it in 4 quarters.
  • Atria Wealth Solutions's AB High Yield ETF position peaked at $241K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held AB High Yield ETF as of Q2 2025.

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