Elevation Wealth Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Elevation Wealth Partners’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	$5.05K	Hold	54	–	–	﹤0.01%	1014
2026 Q1	$5.04K	Hold	54	–	–	﹤0.01%	706
2025 Q4	$5.12K	Hold	54	–	–	﹤0.01%	625
2025 Q3	$5.17K	Hold	54	–	–	﹤0.01%	474
2025 Q2	$5.13K	Hold	54	–	–	﹤0.01%	402
2025 Q1	$5.06K	Hold	54	–	–	﹤0.01%	403
2024 Q4	$5.06K	Hold	54	–	–	﹤0.01%	411
2024 Q3	$5.16K	Hold	54	–	–	﹤0.01%	390
2024 Q2	$5.01K	Sell	54 -720	-93%	-$66.6K	﹤0.01%	383
2024 Q1	$72.4K	Hold	774	–	–	0.04%	192
2023 Q4	$69.9K	Buy	774 +720	+1,333%	+$65.4K	0.04%	181
2023 Q3	$4.88K	Hold	54	–	–	﹤0.01%	277
2023 Q2	$4.92K	Hold	54	–	–	﹤0.01%	281
2023 Q1	$4.93K	Buy	+54	New	+$4.89K	﹤0.01%	286

Other funds holding HYS

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

North Dallas Bank & Trust Dallas, Texas $169M AUM

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return