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Retirement Planning Group (New York)’s AB High Yield ETF HYFI Stock Holding History

Retirement Planning Group (New York)’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 		$225K Sell
6,057
-1,538
-20% -$57.7K 0.15% 87
2025
Q4 		$287K Buy
7,595
+68
+0.9% +$2.56K 0.2% 72
2025
Q3 		$286K Buy
7,527
+54
+0.7% +$2.03K 0.21% 70
2025
Q2 		$280K Buy
7,473
+61
+0.8% +$2.24K 0.25% 63
2025
Q1 		$273K Sell
7,412
-259
-3% -$9.62K 0.28% 58
2024
Q4 		$283K Buy
+7,671
New +$286K 0.31% 52

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 $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

Retirement Planning Group (New York)'s HYFI Position: Q1 2026 in Review

Retirement Planning Group (New York) reduced its AB High Yield ETF (HYFI) stake by 20% in Q1 2026, selling an estimated $57.7K and leaving 6,057 shares worth $225K. The position accounts for 0.15% of the portfolio, ranked #87.

Retirement Planning Group (New York) first reported a position in HYFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

  • Retirement Planning Group (New York) held 6,057 shares of AB High Yield ETF worth $225K as of Q1 2026.
  • Retirement Planning Group (New York) sold 1,538 AB High Yield ETF shares in Q1 2026, an estimated $57.7K.
  • AB High Yield ETF made up 0.15% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #87 holding.
  • Retirement Planning Group (New York) first reported a position in AB High Yield ETF in Q4 2024 and has held it in 6 quarters since.
  • Retirement Planning Group (New York)'s AB High Yield ETF position peaked at $287K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.