Clear Point Advisors’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Clear Point Advisors’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
2026 Q2	$768K	Buy	+19,086	New	+$768K	0.68%	38
2026 Q1	–	Sell	-18,859	Closed	-$768K	–	96
2025 Q4	$768K	Buy	18,859 +1,013	+6%	+$41.3K	0.6%	48
2025 Q3	$735K	Buy	17,846 +839	+5%	+$34.3K	0.57%	51
2025 Q2	$698K	Buy	17,007 +1,002	+6%	+$40.1K	0.59%	49
2025 Q1	$644K	Buy	16,005 +15	+0.1%	+$613	0.58%	51
2024 Q4	$650K	Buy	15,990 +209	+1%	+$8.6K	0.56%	52
2024 Q3	$658K	Buy	15,781 +455	+3%	+$18.6K	0.51%	51
2024 Q2	$619K	Buy	15,326 +2,086	+16%	+$84.3K	0.51%	51
2024 Q1	$544K	Buy	13,240 +359	+3%	+$14.7K	0.45%	61
2023 Q4	$526K	Buy	+12,881	New	+$511K	0.47%	59

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Clear Point Advisors's HYGV Position: Q2 2026 in Review

Clear Point Advisors opened a new position in Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q2 2026: 19,086 shares worth $768K. The stake represents 0.68% of the portfolio and ranks #38 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in HYGV as recently as Q4 2025.

Clear Point Advisors first reported a position in HYGV in Q4 2023 and has held it in 10 quarters since. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Clear Point Advisors held 19,086 shares of Northern Trust High Yield Value-Scored Bond ETF worth $768K as of Q2 2026.
Northern Trust High Yield Value-Scored Bond ETF was a new Clear Point Advisors position in Q2 2026.
Northern Trust High Yield Value-Scored Bond ETF made up 0.68% of Clear Point Advisors's portfolio in Q2 2026, its #38 holding.
Clear Point Advisors first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2023 and has held it in 10 quarters since.
114 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.