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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
2023
Q3 		– Sell
-30,304
Closed -$1.19M – 182
2023
Q2 		$1.19M Buy
+30,304
New +$1.2M 0.43% 72

Other funds holding HYLS

KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
BCP
Blackhawk Capital Partners Thiensville, Wisconsin $306M AUM 25.68% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Iams Wealth Management's HYLS Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (HYLS) stake by 5.7% in Q2 2026, buying an estimated $13.9K and bringing the position to 6,337 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #170.

Iams Wealth Management first reported a position in HYLS in Q4 2022 and has held it in 14 quarters since. The position peaked at $859K in Q3 2024. 88 funds tracked by Wall St. Rank hold HYLS as of Q2 2026.

  • Iams Wealth Management held 6,337 shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF worth $258K as of Q2 2026.
  • Iams Wealth Management bought 340 First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF shares in Q2 2026, an estimated $13.9K.
  • First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF made up 0.08% of Iams Wealth Management's portfolio in Q2 2026, its #170 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 14 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.
  • 88 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 Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.