Claro Advisors’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Claro Advisors’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
2026 Q1	–	Sell	-12,536	Closed	-$807K	–	521
2025 Q4	$807K	Buy	12,536 +4,125	+49%	+$265K	0.11%	161
2025 Q3	$548K	Buy	+8,411	New	+$545K	0.08%	209

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

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

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Claro Advisors's HYHG Position: Q1 2026 in Review

Claro Advisors sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q1 2026, closing a stake of 12,536 shares — an estimated $807K sold.

Claro Advisors first reported a position in HYHG in Q3 2025 and held it in 2 quarters. The position peaked at $807K in Q4 2025. 49 funds tracked by Wall St. Rank hold HYHG as of Q1 2026.

Claro Advisors reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q1 2026 after selling out during the quarter.
Claro Advisors sold 12,536 ProShares High Yield-Interest Rate Hedged ETF shares in Q1 2026, an estimated $807K.
Claro Advisors first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q3 2025 and held it in 2 quarters.
Claro Advisors's ProShares High Yield-Interest Rate Hedged ETF position peaked at $807K in Q4 2025.
49 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.