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Pinnacle Wealth Planning Services’s AB High Yield ETF HYFI Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.05K Hold
28
– – ﹤0.01% 2547
2025
Q4 		$1.06K Buy
+28
New +$1.05K ﹤0.01% 2577

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 $495M AUM 8.72% 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 $49B AUM 17.78% 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

Pinnacle Wealth Planning Services's HYFI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its AB High Yield ETF (HYFI) position steady in Q1 2026 at 28 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2547.

Pinnacle Wealth Planning Services first reported a position in HYFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06K in Q4 2025. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 28 shares of AB High Yield ETF worth $1.05K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its AB High Yield ETF share count unchanged in Q1 2026.
  • AB High Yield ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2547 holding.
  • Pinnacle Wealth Planning Services first reported a position in AB High Yield ETF in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's AB High Yield ETF position peaked at $1.06K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.