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Savvy Advisors Inc’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Savvy Advisors Inc’s Portfolio HYGV Stock Details HYGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,100
Closed -$206K – 658
2025
Q1 		$206K Buy
+5,100
New +$208K 0.02% 490

Other funds holding HYGV

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
UBG
United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Savvy Advisors Inc's HYGV Position: Q2 2025 in Review

Savvy Advisors Inc sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q2 2025, closing a stake of 5,100 shares — an estimated $206K sold.

Savvy Advisors Inc first reported a position in HYGV in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

  • Savvy Advisors Inc reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 5,100 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2025, an estimated $206K.
  • Savvy Advisors Inc first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q1 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Northern Trust High Yield Value-Scored Bond ETF position peaked at $206K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2025.

Based on Savvy Advisors Inc's 13F filing for Q2 2025, filed 4 Aug 2025.