High Net Worth Advisory Group’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

High Net Worth Advisory Group’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-500	Closed	-$19.9K	–	363
2022 Q4	$19.9K	Hold	500	–	–	0.01%	441
2022 Q3	$20K	Buy	+500	New	+$20.7K	0.01%	452

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

High Net Worth Advisory Group's HYGV Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q1 2023, closing a stake of 500 shares — an estimated $19.9K sold.

High Net Worth Advisory Group first reported a position in HYGV in Q3 2022 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 62 funds tracked by Wall St. Rank hold HYGV as of Q1 2023.

High Net Worth Advisory Group reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 500 Northern Trust High Yield Value-Scored Bond ETF shares in Q1 2023, an estimated $19.9K.
High Net Worth Advisory Group first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q3 2022 and held it in 2 quarters.
High Net Worth Advisory Group's Northern Trust High Yield Value-Scored Bond ETF position peaked at $20K in Q3 2022.
62 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.