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Retirement Capital Strategies’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Retirement Capital Strategies’s Portfolio HYHG Stock Details HYHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-15,008
Closed -$984K – 82
2024
Q4 		$984K Buy
+15,008
New +$981K 0.37% 43
2024
Q2 		– Sell
-18,013
Closed -$1.15M – 74
2024
Q1 		$1.15M Buy
+18,013
New +$1.14M 0.47% 37

Other funds holding HYHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Retirement Capital Strategies's HYHG Position: Q1 2025 in Review

Retirement Capital Strategies sold out of ProShares High Yield-Interest Rate Hedged ETF (HYHG) in Q1 2025, closing a stake of 15,008 shares — an estimated $984K sold.

Retirement Capital Strategies first reported a position in HYHG in Q1 2024 and held it in 2 quarters. The position peaked at $1.15M in Q1 2024. 41 funds tracked by Wall St. Rank hold HYHG as of Q1 2025.

  • Retirement Capital Strategies reported no remaining ProShares High Yield-Interest Rate Hedged ETF position as of Q1 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 15,008 ProShares High Yield-Interest Rate Hedged ETF shares in Q1 2025, an estimated $984K.
  • Retirement Capital Strategies first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q1 2024 and held it in 2 quarters.
  • Retirement Capital Strategies's ProShares High Yield-Interest Rate Hedged ETF position peaked at $1.15M in Q1 2024.
  • 41 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q1 2025.

Based on Retirement Capital Strategies's 13F filing for Q1 2025, filed 14 May 2025.