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Householder Group Estate & Retirement Specialist’s AB High Yield ETF HYFI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-1,087
Closed -$39K – 1234
2024
Q2 		$39K Hold
1,087
– – 0.01% 523
2024
Q1 		$40K Hold
1,087
– – 0.01% 519
2023
Q4 		$39K Buy
+1,087
New +$38.2K 0.01% 506

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HYFI Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of AB High Yield ETF (HYFI) in Q3 2024, closing a stake of 1,087 shares — an estimated $39K sold.

Householder Group Estate & Retirement Specialist first reported a position in HYFI in Q4 2023 and held it in 3 quarters. The position peaked at $40K in Q1 2024. 38 funds tracked by Wall St. Rank hold HYFI as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining AB High Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,087 AB High Yield ETF shares in Q3 2024, an estimated $39K.
  • Householder Group Estate & Retirement Specialist first reported a position in AB High Yield ETF in Q4 2023 and held it in 3 quarters.
  • Householder Group Estate & Retirement Specialist's AB High Yield ETF position peaked at $40K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held AB High Yield ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.