Sowell Financial Services’s BondBloxx USD High Yield Bond Sector Rotation ETF HYSA Stock Holding History

Sowell Financial Services’s Portfolio HYSA Stock Details HYSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Sell	14,635 -259	-2%	-$3.87K	0.01%	1028
2026 Q1	$221K	Hold	14,894	–	–	0.01%	990
2025 Q4	$226K	Sell	14,894 -775	-5%	-$11.8K	0.01%	966
2025 Q3	$241K	Hold	15,669	–	–	0.01%	907
2025 Q2	$238K	Sell	15,669 -258	-2%	-$3.84K	0.01%	887
2025 Q1	$239K	Hold	15,927	–	–	0.01%	860
2024 Q4	$238K	Sell	15,927 -1,473	-8%	-$22.4K	0.01%	491
2024 Q3	$267K	Hold	17,400	–	–	0.01%	509
2024 Q2	$258K	Hold	17,400	–	–	0.01%	499
2024 Q1	$261K	Hold	17,400	–	–	0.01%	524
2023 Q4	$263K	Hold	17,400	–	–	0.01%	502
2023 Q3	$250K	Buy	+17,400	New	+$251K	0.02%	478

Other funds holding HYSA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CacheTech Inc Logan, Utah $618M AUM 37.94% 1-Year Est. Return

AWM

Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Sowell Financial Services's HYSA Position: Q2 2026 in Review

Sowell Financial Services reduced its BondBloxx USD High Yield Bond Sector Rotation ETF (HYSA) stake by 1.7% in Q2 2026, selling an estimated $3.87K and leaving 14,635 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #1028.

Sowell Financial Services first reported a position in HYSA in Q3 2023 and has held it in 12 quarters since. The position peaked at $267K in Q3 2024. 14 funds tracked by Wall St. Rank hold HYSA as of Q2 2026.

Sowell Financial Services held 14,635 shares of BondBloxx USD High Yield Bond Sector Rotation ETF worth $219K as of Q2 2026.
Sowell Financial Services sold 259 BondBloxx USD High Yield Bond Sector Rotation ETF shares in Q2 2026, an estimated $3.87K.
BondBloxx USD High Yield Bond Sector Rotation ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1028 holding.
Sowell Financial Services first reported a position in BondBloxx USD High Yield Bond Sector Rotation ETF in Q3 2023 and has held it in 12 quarters since.
Sowell Financial Services's BondBloxx USD High Yield Bond Sector Rotation ETF position peaked at $267K in Q3 2024.
14 funds tracked by Wall St. Rank held BondBloxx USD High Yield Bond Sector Rotation ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.