Capital A Wealth Management’s Northern Trust High Yield Value-Scored Bond ETF 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 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

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

Capital A Wealth Management opened a new position in Northern Trust High Yield Value-Scored Bond ETF (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 Northern Trust High Yield Value-Scored Bond ETF worth $29.5K as of Q2 2025.
Northern Trust High Yield Value-Scored Bond ETF was a new Capital A Wealth Management position in Q2 2025.
Northern Trust High Yield Value-Scored Bond ETF 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 Northern Trust High Yield Value-Scored Bond ETF as of Q2 2025.

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