EverSource Wealth Advisors’s AB High Yield ETF HYFI Stock Holding History

EverSource Wealth Advisors’s Portfolio HYFI Stock Details HYFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2K	Sell	32 -10	-24%	-$375	﹤0.01%	3799
2025 Q4	$1.56K	Buy	42 +1	+2%	+$38	﹤0.01%	3584
2025 Q3	$1.55K	Sell	41 -31	-43%	-$1.17K	﹤0.01%	3603
2025 Q2	$2.71K	Buy	+72	New	+$2.64K	﹤0.01%	3398

Other funds holding HYFI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

EverSource Wealth Advisors's HYFI Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its AB High Yield ETF (HYFI) stake by 24% in Q1 2026, selling an estimated $375 and leaving 32 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3799.

EverSource Wealth Advisors first reported a position in HYFI in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.71K in Q2 2025. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

EverSource Wealth Advisors held 32 shares of AB High Yield ETF worth $1.2K as of Q1 2026.
EverSource Wealth Advisors sold 10 AB High Yield ETF shares in Q1 2026, an estimated $375.
AB High Yield ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3799 holding.
EverSource Wealth Advisors first reported a position in AB High Yield ETF in Q2 2025 and has held it in 4 quarters since.
EverSource Wealth Advisors's AB High Yield ETF position peaked at $2.71K in Q2 2025.
57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.