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Atria Wealth Solutions’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Atria Wealth Solutions’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,468
Closed -$665K – 1670
2025
Q1 		$665K Buy
16,468
+359
+2% +$14.7K 0.01% 1056
2024
Q4 		$655K Buy
16,109
+118
+0.7% +$4.85K 0.01% 1119
2024
Q3 		$666K Sell
15,991
-191
-1% -$7.82K 0.01% 1099
2024
Q2 		$654K Sell
16,182
-261
-2% -$10.6K 0.01% 1097
2024
Q1 		$676K Buy
16,443
+696
+4% +$28.4K 0.01% 1107
2023
Q4 		$644K Sell
15,747
-12,031
-43% -$477K 0.01% 1083
2023
Q3 		$1.1M Sell
27,778
-3,972
-13% -$160K 0.02% 766
2023
Q2 		$1.28M Buy
+31,750
New +$1.27M 0.02% 738

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Bank of America
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Envestnet Portfolio Solutions
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BCM
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MML Investors Services
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UBG
United Bank (Georgia) Zebulon, Georgia $301M AUM 19.61% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return