Proficio Capital Partners’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Proficio Capital Partners’s Portfolio HYS Stock Details HYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,897,779	Closed	-$2.93M	–	317
2025 Q2	$2.93M	Buy	+2,897,779	New	+$270M	0.18%	85

Other funds holding HYS

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Proficio Capital Partners's HYS Position: Q3 2025 in Review

Proficio Capital Partners sold out of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) in Q3 2025, closing a stake of 2,897,779 shares — an estimated $2.93M sold.

Proficio Capital Partners first reported a position in HYS in Q2 2025 and held it in 1 quarter. The position peaked at $2.93M in Q2 2025. 235 funds tracked by Wall St. Rank hold HYS as of Q3 2025.

Proficio Capital Partners reported no remaining PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position as of Q3 2025 after selling out during the quarter.
Proficio Capital Partners sold 2,897,779 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q3 2025, an estimated $2.93M.
Proficio Capital Partners first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q2 2025 and held it in 1 quarter.
Proficio Capital Partners's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.93M in Q2 2025.
235 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q3 2025.

Based on Proficio Capital Partners's 13F filing for Q3 2025, filed 12 Nov 2025.