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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
Q2 		– Sell
-6,057
Closed -$225K – 110
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 $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFS
Anderson Financial Strategies Dayton, Ohio $192M AUM 17.29% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Retirement Planning Group (New York)'s HYFI Position: Q2 2026 in Review

Retirement Planning Group (New York) sold out of AB High Yield ETF (HYFI) in Q2 2026, closing a stake of 6,057 shares — an estimated $225K sold.

Retirement Planning Group (New York) first reported a position in HYFI in Q4 2024 and held it in 6 quarters. The position peaked at $287K in Q4 2025. 58 funds tracked by Wall St. Rank hold HYFI as of Q2 2026.

  • Retirement Planning Group (New York) reported no remaining AB High Yield ETF position as of Q2 2026 after selling out during the quarter.
  • Retirement Planning Group (New York) sold 6,057 AB High Yield ETF shares in Q2 2026, an estimated $225K.
  • Retirement Planning Group (New York) first reported a position in AB High Yield ETF in Q4 2024 and held it in 6 quarters.
  • Retirement Planning Group (New York)'s AB High Yield ETF position peaked at $287K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held AB High Yield ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.