Financial Advocates Investment Management’s AB High Yield ETF HYFI Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-71,833	Closed	-$2.69M	–	297
2025 Q2	$2.69M	Sell	71,833 -11,578	-14%	-$425K	0.22%	102
2025 Q1	$3.07M	Buy	83,411 +5,691	+7%	+$211K	0.22%	108
2024 Q4	$2.87M	Buy	77,720 +5,993	+8%	+$223K	0.16%	139
2024 Q3	$2.7M	Buy	71,727 +8,342	+13%	+$308K	0.15%	142
2024 Q2	$2.31M	Buy	63,385 +29,606	+88%	+$1.08M	0.14%	156
2024 Q1	$1.24M	Buy	+33,779	New	+$1.23M	0.07%	267

Other funds holding HYFI

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

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

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

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

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

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

AFS

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

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

IWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advocates Investment Management's HYFI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of AB High Yield ETF (HYFI) in Q3 2025, closing a stake of 71,833 shares — an estimated $2.69M sold.

Financial Advocates Investment Management first reported a position in HYFI in Q1 2024 and held it in 6 quarters. The position peaked at $3.07M in Q1 2025. 54 funds tracked by Wall St. Rank hold HYFI as of Q3 2025.

Financial Advocates Investment Management reported no remaining AB High Yield ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 71,833 AB High Yield ETF shares in Q3 2025, an estimated $2.69M.
Financial Advocates Investment Management first reported a position in AB High Yield ETF in Q1 2024 and held it in 6 quarters.
Financial Advocates Investment Management's AB High Yield ETF position peaked at $3.07M in Q1 2025.
54 funds tracked by Wall St. Rank held AB High Yield ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.