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Sigma Planning Corp’s AB High Yield ETF HYFI Stock Holding History

Sigma Planning Corp’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
2025
Q4 		– Sell
-5,533
Closed -$210K – 1342
2025
Q3 		$210K Buy
+5,533
New +$208K 0.01% 1199
2025
Q2 		– Sell
-6,245
Closed -$230K – 1284
2025
Q1 		$230K Buy
6,245
+675
+12% +$25.1K 0.01% 1067
2024
Q4 		$206K Buy
+5,570
New +$207K 0.01% 1089

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 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 $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $182M AUM 13.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sigma Planning Corp's HYFI Position: Q4 2025 in Review

Sigma Planning Corp sold out of AB High Yield ETF (HYFI) in Q4 2025, closing a stake of 5,533 shares — an estimated $210K sold.

Sigma Planning Corp first reported a position in HYFI in Q4 2024 and held it in 3 quarters. The position peaked at $230K in Q1 2025. 58 funds tracked by Wall St. Rank hold HYFI as of Q4 2025.

  • Sigma Planning Corp reported no remaining AB High Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 5,533 AB High Yield ETF shares in Q4 2025, an estimated $210K.
  • Sigma Planning Corp first reported a position in AB High Yield ETF in Q4 2024 and held it in 3 quarters.
  • Sigma Planning Corp's AB High Yield ETF position peaked at $230K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held AB High Yield ETF as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.