M1FG
QHY

Mach-1 Financial Group’s WisdomTree U.S. High Yield Corporate Bond Fund QHY Stock Holding History

Mach-1 Financial Group’s Portfolio QHY Stock Details QHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$262K Buy
5,753
+1
+0% +$46 0.09% 139
2025
Q4 		$267K Buy
+5,752
New +$267K 0.05% 231
2025
Q3 		– Sell
-5,682
Closed -$262K – 416
2025
Q2 		$262K Buy
+5,682
New +$257K 0.08% 210
2025
Q1 		– Sell
-5,774
Closed -$261K – 256
2024
Q4 		$261K Buy
5,774
+3
+0.1% +$137 0.47% 45
2024
Q3 		$267K Buy
5,771
+4
+0.1% +$182 0.16% 63
2024
Q2 		$257K Buy
5,767
+3
+0.1% +$134 0.17% 57
2024
Q1 		$261K Buy
5,764
+3
+0.1% +$135 0.2% 51
2023
Q4 		$262K Buy
5,761
+904
+19% +$39.5K 0.1% 194
2023
Q3 		$210K Sell
4,857
-577
-11% -$25.4K 0.09% 187
2023
Q2 		$240K Buy
+5,434
New +$240K 0.07% 177

Other funds holding QHY

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return