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Capital A Wealth Management’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History

Capital A Wealth Management’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 		$29.5K Buy
+723
New +$28.9K 0.33% 104

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
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

Capital A Wealth Management's HYGV Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in FlexShares High Yield Value-Scored Bond Index Fund (HYGV) in Q2 2025: 723 shares worth $29.5K. The stake represents 0.33% of the portfolio and ranks #104 among its holdings.

98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

  • Capital A Wealth Management held 723 shares of FlexShares High Yield Value-Scored Bond Index Fund worth $29.5K as of Q2 2025.
  • FlexShares High Yield Value-Scored Bond Index Fund was a new Capital A Wealth Management position in Q2 2025.
  • FlexShares High Yield Value-Scored Bond Index Fund made up 0.33% of Capital A Wealth Management's portfolio in Q2 2025, its #104 holding.
  • 98 funds tracked by Wall St. Rank held FlexShares High Yield Value-Scored Bond Index Fund as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.