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 Q2	$33.3K	Buy	891 +859	+2,684%	+$32.1K	﹤0.01%	2062
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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

AFS

Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return

SFG

SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

EverSource Wealth Advisors's HYFI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its AB High Yield ETF (HYFI) stake by 2,684% in Q2 2026, buying an estimated $32.1K and bringing the position to 891 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

EverSource Wealth Advisors first reported a position in HYFI in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold HYFI as of Q2 2026.

EverSource Wealth Advisors held 891 shares of AB High Yield ETF worth $33.3K as of Q2 2026.
EverSource Wealth Advisors bought 859 AB High Yield ETF shares in Q2 2026, an estimated $32.1K.
AB High Yield ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2062 holding.
EverSource Wealth Advisors first reported a position in AB High Yield ETF in Q2 2025 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held AB High Yield ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.