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Gladstone Institutional Advisory’s AB High Yield ETF HYFI Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-8,127
Closed -$300K – 733
2024
Q4 		$300K Sell
8,127
-9,588
-54% -$357K 0.01% 583
2024
Q3 		$666K Sell
17,715
-2,123
-11% -$78.5K 0.03% 385
2024
Q2 		$722K Buy
19,838
+615
+3% +$22.3K 0.04% 355
2024
Q1 		$707K Buy
19,223
+11,557
+151% +$422K 0.04% 348
2023
Q4 		$280K Buy
+7,666
New +$269K 0.02% 540

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
GSWA
Good Steward Wealth Advisors Clarksville, Tennessee $156M AUM 13.06% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Gladstone Institutional Advisory's HYFI Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of AB High Yield ETF (HYFI) in Q1 2025, closing a stake of 8,127 shares — an estimated $300K sold.

Gladstone Institutional Advisory first reported a position in HYFI in Q4 2023 and held it in 5 quarters. The position peaked at $722K in Q2 2024. 45 funds tracked by Wall St. Rank hold HYFI as of Q1 2025.

  • Gladstone Institutional Advisory reported no remaining AB High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 8,127 AB High Yield ETF shares in Q1 2025, an estimated $300K.
  • Gladstone Institutional Advisory first reported a position in AB High Yield ETF in Q4 2023 and held it in 5 quarters.
  • Gladstone Institutional Advisory's AB High Yield ETF position peaked at $722K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.