Holos Integrated Wealth’s First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF HYLS Stock Holding History

Holos Integrated Wealth’s Portfolio HYLS Stock Details HYLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.2M	Sell	29,339 -4,307	-13%	-$176K	0.56%	32
2026 Q1	$1.37M	Sell	33,646 -23,913	-42%	-$988K	0.69%	28
2025 Q4	$2.41M	Sell	57,559 -130,022	-69%	-$5.44M	1.35%	20
2025 Q3	$7.82M	Buy	187,581 +5,381	+3%	+$226K	4.6%	6
2025 Q2	$7.61M	Sell	182,200 -488	-0.3%	-$20.1K	4.58%	6
2025 Q1	$7.5M	Sell	182,688 -29,154	-14%	-$1.21M	4.92%	4
2024 Q4	$8.76M	Buy	+211,842	New	+$8.84M	5.98%	4

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return