JWM
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JGP Wealth Management’s AB High Yield ETF HYFI Stock Holding History

JGP 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
2025
Q3 		– Sell
-5,550
Closed -$208K – 214
2025
Q2 		$208K Buy
+5,550
New +$204K 0.03% 195

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JGP Wealth Management's HYFI Position: Q3 2025 in Review

JGP Wealth Management sold out of AB High Yield ETF (HYFI) in Q3 2025, closing a stake of 5,550 shares — an estimated $208K sold.

JGP Wealth Management first reported a position in HYFI in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 54 funds tracked by Wall St. Rank hold HYFI as of Q3 2025.

  • JGP Wealth Management reported no remaining AB High Yield ETF position as of Q3 2025 after selling out during the quarter.
  • JGP Wealth Management sold 5,550 AB High Yield ETF shares in Q3 2025, an estimated $208K.
  • JGP Wealth Management first reported a position in AB High Yield ETF in Q2 2025 and held it in 1 quarter.
  • JGP Wealth Management's AB High Yield ETF position peaked at $208K in Q2 2025.
  • 54 funds tracked by Wall St. Rank held AB High Yield ETF as of Q3 2025.

Based on JGP Wealth Management's 13F filing for Q3 2025, filed 15 Oct 2025.