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Independent Advisor Alliance’s AB High Yield ETF HYFI Stock Holding History

Independent Advisor Alliance’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
2026
Q2 		– Sell
-25,608
Closed -$952K – 1310
2026
Q1 		$952K Buy
+25,608
New +$961K 0.01% 853
2025
Q1 		– Sell
-13,619
Closed -$502K – 1050
2024
Q4 		$502K Buy
+13,619
New +$507K 0.01% 960

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Independent Advisor Alliance's HYFI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of AB High Yield ETF (HYFI) in Q2 2026, closing a stake of 25,608 shares — an estimated $952K sold.

Independent Advisor Alliance first reported a position in HYFI in Q4 2024 and held it in 2 quarters. The position peaked at $952K in Q1 2026. 59 funds tracked by Wall St. Rank hold HYFI as of Q2 2026.

  • Independent Advisor Alliance reported no remaining AB High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 25,608 AB High Yield ETF shares in Q2 2026, an estimated $952K.
  • Independent Advisor Alliance first reported a position in AB High Yield ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's AB High Yield ETF position peaked at $952K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held AB High Yield ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.