Avantax Advisory Services’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Avantax Advisory Services’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$315K	Sell	4,869 -4,793	-50%	-$306K	﹤0.01%	1867
2025 Q1	$619K	Buy	9,662 +4,559	+89%	+$299K	﹤0.01%	1374
2024 Q4	$334K	Buy	+5,103	New	+$334K	﹤0.01%	1710

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Advisory Services's HYHG Position: Q2 2025 in Review

Avantax Advisory Services reduced its ProShares High Yield-Interest Rate Hedged ETF (HYHG) stake by 50% in Q2 2025, selling an estimated $306K and leaving 4,869 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1867.

Avantax Advisory Services first reported a position in HYHG in Q4 2024 and has held it in 3 quarters since. The position peaked at $619K in Q1 2025. 40 funds tracked by Wall St. Rank hold HYHG as of Q2 2025.

Avantax Advisory Services held 4,869 shares of ProShares High Yield-Interest Rate Hedged ETF worth $315K as of Q2 2025.
Avantax Advisory Services sold 4,793 ProShares High Yield-Interest Rate Hedged ETF shares in Q2 2025, an estimated $306K.
ProShares High Yield-Interest Rate Hedged ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1867 holding.
Avantax Advisory Services first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q4 2024 and has held it in 3 quarters since.
Avantax Advisory Services's ProShares High Yield-Interest Rate Hedged ETF position peaked at $619K in Q1 2025.
40 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.