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

Iams Wealth Management’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 Q3	$214K	Sell	5,452 -885	-14%	-$35.8K	0.06%	181
2026 Q2	$258K	Buy	6,337 +340	+6%	+$13.9K	0.08%	170
2026 Q1	$243K	Sell	5,997 -2,987	-33%	-$123K	0.08%	179
2025 Q4	$376K	Sell	8,984 -1,096	-11%	-$45.8K	0.14%	141
2025 Q3	$424K	Buy	10,080 +507	+5%	+$21.3K	0.17%	130
2025 Q2	$400K	Buy	9,573 +76	+0.8%	+$3.13K	0.18%	123
2025 Q1	$390K	Sell	9,497 -8,585	-47%	-$356K	0.18%	124
2024 Q4	$747K	Sell	18,082 -2,386	-12%	-$100K	0.34%	82
2024 Q3	$859K	Buy	20,468 +5,206	+34%	+$215K	0.42%	70
2024 Q2	$620K	Sell	15,262 -2,786	-15%	-$113K	0.34%	81
2024 Q1	$742K	Buy	18,048 +1,016	+6%	+$41.8K	0.45%	64
2023 Q4	$708K	Sell	17,032 -126	-0.7%	-$5.02K	0.46%	65
2023 Q3	$673K	Buy	+17,158	New	+$680K	0.47%	66
2023 Q2	–	Sell	-7,840	Closed	-$310K	–	182
2023 Q1	$309K	Buy	7,840 +2,563	+49%	+$102K	0.26%	86
2022 Q4	$205K	Buy	+5,277	New	+$208K	0.21%	95

Other funds holding HYLS

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Legacy Financial Independent Advisors Louisville, Kentucky $202M AUM

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Iams Wealth Management's HYLS Position: Q3 2026 in Review

Iams Wealth Management reduced its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 14% in Q3 2026, selling an estimated $35.8K and leaving 5,452 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #181.

Iams Wealth Management first reported a position in HYLS in Q4 2022 and has held it in 15 quarters since. The position peaked at $859K in Q3 2024. 114 funds tracked by Wall St. Rank hold HYLS as of Q3 2026.

Iams Wealth Management held 5,452 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $214K as of Q3 2026.
Iams Wealth Management sold 885 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q3 2026, an estimated $35.8K.
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.06% of Iams Wealth Management's portfolio in Q3 2026, its #181 holding.
Iams Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF in Q4 2022 and has held it in 15 quarters since.
Iams Wealth Management's First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF position peaked at $859K in Q3 2024.
114 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.