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

Elevated Capital 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 Q1	–	Sell	-10,940	Closed	-$446K	–	857
2025 Q4	$446K	Sell	10,940 -1,131	-9%	-$46.1K	0.1%	209
2025 Q3	$497K	Sell	12,071 -2,109	-15%	-$86.2K	0.12%	194
2025 Q2	$573K	Hold	14,180	–	–	0.16%	177
2025 Q1	$573K	Sell	14,180 -2,013	-12%	-$82.3K	0.16%	177
2024 Q4	$659K	Buy	+16,193	New	+$666K	0.18%	162

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

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 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

SWASL

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

FNWM

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

Elevated Capital Advisors's HYGV Position: Q1 2026 in Review

Elevated Capital Advisors sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2026, closing a stake of 10,940 shares — an estimated $446K sold.

Elevated Capital Advisors first reported a position in HYGV in Q4 2024 and held it in 5 quarters. The position peaked at $659K in Q4 2024. 106 funds tracked by Wall St. Rank hold HYGV as of Q1 2026.

Elevated Capital Advisors reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2026 after selling out during the quarter.
Elevated Capital Advisors sold 10,940 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2026, an estimated $446K.
Elevated Capital Advisors first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2024 and held it in 5 quarters.
Elevated Capital Advisors's Northern Trust High Yield Value-Scored Bond ETF position peaked at $659K in Q4 2024.
106 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.