Elevated Capital Advisors’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Elevated Capital Advisors’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.72K	Sell	50 -22	-31%	-$2.06K	﹤0.01%	567
2026 Q1	$6.69K	Sell	72 -1	-1%	-$94	﹤0.01%	516
2025 Q4	$6.93K	Buy	+73	New	+$6.93K	﹤0.01%	490
2024 Q2	–	Sell	-4,660	Closed	-$436K	–	237
2024 Q1	$436K	Sell	4,660 -706	-13%	-$65.8K	0.12%	139
2023 Q4	$499K	Sell	5,366 -1,184	-18%	-$107K	0.16%	129
2023 Q3	$591K	Buy	6,550 +3,394	+108%	+$308K	0.2%	112
2023 Q2	$288K	Sell	3,156 -222	-7%	-$20.1K	0.1%	160
2023 Q1	$308K	Sell	3,378 -790	-19%	-$71.6K	0.11%	151
2022 Q4	$372K	Sell	4,168 -840	-17%	-$75.2K	0.14%	128
2022 Q3	$437K	Buy	+5,008	New	+$453K	0.17%	122
2022 Q1	$1.07M	Buy	+11,093	New	+$1.07M	0.35%	94
2021 Q3	$1.13M	Buy	+11,420	New	+$1.13M	0.39%	79
2021 Q1	$1.42M	Buy	14,279 +5,068	+55%	+$498K	0.55%	58
2020 Q4	$905K	Buy	9,211 +486	+6%	+$46.7K	0.39%	78
2020 Q3	$838K	Buy	8,725 +5,380	+161%	+$504K	0.39%	95
2020 Q2	$317K	Buy	+3,345	New	+$299K	0.15%	132
2019 Q4	$826K	Buy	+8,286	New	+$822K	0.92%	33
2019 Q1	$279K	Buy	+3,121	New	+$308K	0.18%	122

Other funds holding HYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Elevated Capital Advisors's HYS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 31% in Q2 2026, selling an estimated $2.06K and leaving 50 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Elevated Capital Advisors first reported a position in HYS in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.42M in Q1 2021. 264 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

Elevated Capital Advisors held 50 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $4.72K as of Q2 2026.
Elevated Capital Advisors sold 22 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $2.06K.
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #567 holding.
Elevated Capital Advisors first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q1 2019 and has held it in 18 quarters since.
Elevated Capital Advisors's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $1.42M in Q1 2021.
264 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.