Avaii Wealth Management’s AB High Yield ETF HYFI Stock Holding History

Avaii Wealth Management’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 Q1	–	Sell	-15,132	Closed	-$558K	–	132
2024 Q4	$558K	Buy	15,132 +498	+3%	+$18.5K	0.27%	55
2024 Q3	$550K	Sell	14,634 -7,736	-35%	-$286K	0.28%	52
2024 Q2	$814K	Sell	22,370 -4,783	-18%	-$174K	0.45%	42
2024 Q1	$999K	Sell	27,153 -244	-0.9%	-$8.91K	0.59%	35
2023 Q4	$1,000K	Sell	27,397 -366	-1%	-$12.9K	0.65%	33
2023 Q3	$966K	Buy	27,763 +95	+0.3%	+$3.34K	0.73%	31
2023 Q2	$978K	Buy	+27,668	New	+$969K	0.75%	29

Other funds holding HYFI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

GSWA

Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Avaii Wealth Management's HYFI Position: Q1 2025 in Review

Avaii Wealth Management sold out of AB High Yield ETF (HYFI) in Q1 2025, closing a stake of 15,132 shares — an estimated $558K sold.

Avaii Wealth Management first reported a position in HYFI in Q2 2023 and held it in 7 quarters. The position peaked at $1,000K in Q4 2023. 45 funds tracked by Wall St. Rank hold HYFI as of Q1 2025.

Avaii Wealth Management reported no remaining AB High Yield ETF position as of Q1 2025 after selling out during the quarter.
Avaii Wealth Management sold 15,132 AB High Yield ETF shares in Q1 2025, an estimated $558K.
Avaii Wealth Management first reported a position in AB High Yield ETF in Q2 2023 and held it in 7 quarters.
Avaii Wealth Management's AB High Yield ETF position peaked at $1,000K in Q4 2023.
45 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2025.

Based on Avaii Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.