KKM Financial’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

KKM Financial’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Hold	4,200	–	–	0.05%	157
2025 Q4	$270K	Sell	4,200 -2,531	-38%	-$163K	0.05%	157
2025 Q3	$438K	Sell	6,731 -63	-0.9%	-$4.08K	0.14%	103
2025 Q2	$440K	Sell	6,794 -1,743	-20%	-$111K	0.15%	107
2025 Q1	$547K	Sell	8,537 -1	-0%	-$66	0.23%	86
2024 Q4	$560K	Buy	8,538 +779	+10%	+$50.9K	0.23%	87
2024 Q3	$503K	Buy	7,759 +2,534	+48%	+$162K	0.25%	84
2024 Q2	$335K	Buy	5,225 +389	+8%	+$24.9K	0.16%	119
2024 Q1	$309K	Buy	+4,836	New	+$307K	0.15%	119

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

KKM Financial's HYHG Position: Q1 2026 in Review

KKM Financial held its ProShares High Yield-Interest Rate Hedged ETF (HYHG) position steady in Q1 2026 at 4,200 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #157.

KKM Financial first reported a position in HYHG in Q1 2024 and has held it in 9 quarters since. The position peaked at $560K in Q4 2024. 49 funds tracked by Wall St. Rank hold HYHG as of Q1 2026.

KKM Financial held 4,200 shares of ProShares High Yield-Interest Rate Hedged ETF worth $270K as of Q1 2026.
KKM Financial left its ProShares High Yield-Interest Rate Hedged ETF share count unchanged in Q1 2026.
ProShares High Yield-Interest Rate Hedged ETF made up 0.05% of KKM Financial's portfolio in Q1 2026, its #157 holding.
KKM Financial first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q1 2024 and has held it in 9 quarters since.
KKM Financial's ProShares High Yield-Interest Rate Hedged ETF position peaked at $560K in Q4 2024.
49 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.