Atria Wealth Solutions’s Northern Trust High Yield Value-Scored Bond ETF 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

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 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

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

Atria Wealth Solutions sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q2 2025, closing a stake of 16,468 shares — an estimated $665K sold.

Atria Wealth Solutions first reported a position in HYGV in Q2 2023 and held it in 8 quarters. The position peaked at $1.28M in Q2 2023. 98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

Atria Wealth Solutions reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 16,468 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2025, an estimated $665K.
Atria Wealth Solutions first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q2 2023 and held it in 8 quarters.
Atria Wealth Solutions's Northern Trust High Yield Value-Scored Bond ETF position peaked at $1.28M in Q2 2023.
98 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2025.

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