Diversify Wealth Management
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Diversify Wealth Management’s Capital Group High Yield Bond ETF CGHY Stock Holding History

Diversify Wealth Management’s Portfolio CGHY Stock Details CGHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$392K Buy
15,965
+334
+2% +$8.39K 0.01% 1006
2026
Q2 		$393K Buy
15,631
+217
+1% +$5.5K 0.01% 953
2026
Q1 		$390K Buy
+15,414
New +$391K 0.01% 876

Other funds holding CGHY

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Diversify Wealth Management's CGHY Position: Q3 2026 in Review

Diversify Wealth Management increased its Capital Group High Yield Bond ETF (CGHY) stake by 2.1% in Q3 2026, buying an estimated $8.39K and bringing the position to 15,965 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #1006.

Diversify Wealth Management first reported a position in CGHY in Q1 2026 and has held it in 3 quarters since. The position peaked at $393K in Q2 2026. 8 funds tracked by Wall St. Rank hold CGHY as of Q3 2026.

  • Diversify Wealth Management held 15,965 shares of Capital Group High Yield Bond ETF worth $392K as of Q3 2026.
  • Diversify Wealth Management bought 334 Capital Group High Yield Bond ETF shares in Q3 2026, an estimated $8.39K.
  • Capital Group High Yield Bond ETF made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1006 holding.
  • Diversify Wealth Management first reported a position in Capital Group High Yield Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Diversify Wealth Management's Capital Group High Yield Bond ETF position peaked at $393K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held Capital Group High Yield Bond ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.