HWMO
THYF icon

Heritage Wealth Management (Ohio)’s T. Rowe Price US High Yield ETF THYF Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio THYF Stock Details THYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$832K Buy
16,317
+2,038
+14% +$106K 0.41% 66
2025
Q4 		$746K Buy
+14,279
New +$746K 0.21% 115

Other funds holding THYF

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
SFC
Strategic Financial Concepts San Antonio, Texas $405M AUM 15.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Sunrise Financial Services Burien, Washington $141M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
IPW
Intergy Private Wealth Colorado Springs, Colorado $433M AUM 26.33% 1-Year Est. Return
EFG
Elm3 Financial Group Alpharetta, Georgia $118M AUM 25.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s THYF Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its T. Rowe Price US High Yield ETF (THYF) stake by 14% in Q1 2026, buying an estimated $106K and bringing the position to 16,317 shares worth $832K. The position accounts for 0.41% of the portfolio, ranked #66.

Heritage Wealth Management (Ohio) first reported a position in THYF in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold THYF as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 16,317 shares of T. Rowe Price US High Yield ETF worth $832K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 2,038 T. Rowe Price US High Yield ETF shares in Q1 2026, an estimated $106K.
  • T. Rowe Price US High Yield ETF made up 0.41% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #66 holding.
  • Heritage Wealth Management (Ohio) first reported a position in T. Rowe Price US High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held T. Rowe Price US High Yield ETF as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.