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ICA Group Wealth Management’s AB High Yield ETF HYFI Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-337
Closed -$12.4K – 1013
2024
Q1 		$12.4K Hold
337
– – ﹤0.01% 847
2023
Q4 		$12.3K Buy
+337
New +$11.8K ﹤0.01% 837
2023
Q3 		– Sell
-337
Closed -$11.9K – 662
2023
Q2 		$11.9K Buy
+337
New +$11.8K ﹤0.01% 811

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TFA
TPG Financial Advisors Portland, Oregon $307M AUM 12.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

ICA Group Wealth Management's HYFI Position: Q2 2024 in Review

ICA Group Wealth Management sold out of AB High Yield ETF (HYFI) in Q2 2024, closing a stake of 337 shares — an estimated $12.4K sold.

ICA Group Wealth Management first reported a position in HYFI in Q2 2023 and held it in 3 quarters. The position peaked at $12.4K in Q1 2024. 35 funds tracked by Wall St. Rank hold HYFI as of Q2 2024.

  • ICA Group Wealth Management reported no remaining AB High Yield ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 337 AB High Yield ETF shares in Q2 2024, an estimated $12.4K.
  • ICA Group Wealth Management first reported a position in AB High Yield ETF in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's AB High Yield ETF position peaked at $12.4K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held AB High Yield ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.