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 Q3	–	Sell	-19,086	Closed	-$768K	–	134
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

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

First United Bank & Trust Oakland, Maryland $347M AUM 18.04% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return

Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Clear Point Advisors's HYGV Position: Q3 2026 in Review

Clear Point Advisors sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q3 2026, closing a stake of 19,086 shares — an estimated $768K sold.

Clear Point Advisors first reported a position in HYGV in Q4 2023 and held it in 10 quarters. The position peaked at $768K in Q2 2026. 31 funds tracked by Wall St. Rank hold HYGV as of Q3 2026.

Clear Point Advisors reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q3 2026 after selling out during the quarter.
Clear Point Advisors sold 19,086 Northern Trust High Yield Value-Scored Bond ETF shares in Q3 2026, an estimated $768K.
Clear Point Advisors first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's Northern Trust High Yield Value-Scored Bond ETF position peaked at $768K in Q2 2026.
31 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.