Mutual Advisors’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Mutual Advisors’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,557	Closed	-$223K	–	1426
2026 Q1	$223K	Buy	+5,557	New	+$226K	﹤0.01%	1238
2025 Q2	–	Sell	-6,534	Closed	-$262K	–	1186
2025 Q1	$262K	Sell	6,534 -5,400	-45%	-$221K	0.01%	939
2024 Q4	$488K	Sell	11,934 -1,932	-14%	-$79.5K	0.01%	707
2024 Q3	$570K	Buy	13,866 +868	+7%	+$35.6K	0.02%	659
2024 Q2	$531K	Buy	12,998 +5,159	+66%	+$209K	0.02%	675
2024 Q1	$322K	Buy	+7,839	New	+$320K	0.01%	838

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Mutual Advisors's HYGV Position: Q2 2026 in Review

Mutual Advisors sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q2 2026, closing a stake of 5,557 shares — an estimated $223K sold.

Mutual Advisors first reported a position in HYGV in Q1 2024 and held it in 6 quarters. The position peaked at $570K in Q3 2024. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Mutual Advisors reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q2 2026 after selling out during the quarter.
Mutual Advisors sold 5,557 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2026, an estimated $223K.
Mutual Advisors first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q1 2024 and held it in 6 quarters.
Mutual Advisors's Northern Trust High Yield Value-Scored Bond ETF position peaked at $570K in Q3 2024.
114 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.