PWM
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Perigon Wealth Management’s AB High Yield ETF HYFI Stock Holding History

Perigon 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
2026
Q1 		$238K Sell
6,388
-200
-3% -$7.5K ﹤0.01% 1126
2025
Q4 		$248K Buy
6,588
+68
+1% +$2.56K ﹤0.01% 1118
2025
Q3 		$247K Buy
+6,520
New +$245K 0.01% 1053

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Perigon Wealth Management's HYFI Position: Q1 2026 in Review

Perigon Wealth Management reduced its AB High Yield ETF (HYFI) stake by 3% in Q1 2026, selling an estimated $7.5K and leaving 6,388 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Perigon Wealth Management first reported a position in HYFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $248K in Q4 2025. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

  • Perigon Wealth Management held 6,388 shares of AB High Yield ETF worth $238K as of Q1 2026.
  • Perigon Wealth Management sold 200 AB High Yield ETF shares in Q1 2026, an estimated $7.5K.
  • AB High Yield ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1126 holding.
  • Perigon Wealth Management first reported a position in AB High Yield ETF in Q3 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's AB High Yield ETF position peaked at $248K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.