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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFP

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Holos Integrated Wealth's HYLS Position: Q2 2026 in Review

Holos Integrated Wealth reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 13% in Q2 2026, selling an estimated $176K and leaving 29,339 shares worth $1.2M. The position accounts for 0.56% of the portfolio, ranked #32.

Holos Integrated Wealth first reported a position in HYLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.76M in Q4 2024. 215 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

Holos Integrated Wealth held 29,339 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $1.2M as of Q2 2026.
Holos Integrated Wealth sold 4,307 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $176K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.56% of Holos Integrated Wealth's portfolio in Q2 2026, its #32 holding.
Holos Integrated Wealth first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $8.76M in Q4 2024.
215 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.