Atria Wealth Solutions’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-50,135	Closed	-$4.7M	–	1672
2025 Q1	$4.7M	Sell	50,135 -14,291	-22%	-$1.35M	0.06%	354
2024 Q4	$6.04M	Buy	64,426 +8,776	+16%	+$830K	0.07%	307
2024 Q3	$5.31M	Sell	55,650 -61	-0.1%	-$5.73K	0.06%	328
2024 Q2	$5.16M	Sell	55,711 -2,766	-5%	-$256K	0.06%	333
2024 Q1	$5.47M	Sell	58,477 -4,718	-7%	-$439K	0.06%	312
2023 Q4	$5.88M	Buy	63,195 +1,522	+2%	+$138K	0.07%	268
2023 Q3	$5.57M	Buy	61,673 +2,935	+5%	+$267K	0.08%	262
2023 Q2	$5.36M	Buy	58,738 +25,772	+78%	+$2.33M	0.07%	267
2023 Q1	$3.01M	Buy	32,966 +12,188	+59%	+$1.1M	0.04%	406
2022 Q4	$1.86M	Buy	20,778 +5,914	+40%	+$529K	0.03%	546
2022 Q3	$1.3M	Sell	14,864 -3,965	-21%	-$359K	0.02%	630
2022 Q2	$1.67M	Buy	18,829 +14,853	+374%	+$1.37M	0.03%	501
2022 Q1	$383K	Buy	+3,976	New	+$384K	0.01%	1199

Other funds holding HYS

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Atria Wealth Solutions sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q2 2025, closing a stake of 50,135 shares — an estimated $4.7M sold.

Atria Wealth Solutions first reported a position in HYS in Q1 2022 and held it in 13 quarters. The position peaked at $6.04M in Q4 2024. 222 funds tracked by Wall St. Rank hold HYS as of Q2 2025.

Atria Wealth Solutions reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 50,135 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2025, an estimated $4.7M.
Atria Wealth Solutions first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $6.04M in Q4 2024.
222 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2025.

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