Steward Partners Investment Advisory’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Steward Partners Investment Advisory’s Portfolio HYHG Stock Details HYHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$390K	Buy	6,126 +5,062	+476%	+$326K	﹤0.01%	1651
2025 Q4	$68.5K	Buy	+1,064	New	+$68.5K	﹤0.01%	2503
2020 Q1	–	Sell	-60	Closed	-$3K	–	2593
2019 Q4	$3K	Hold	60	–	–	﹤0.01%	2354
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	2355
2019 Q2	$3K	Buy	+60	New	+$3.95K	﹤0.01%	2356
2018 Q4	–	Sell	-102	Closed	-$7K	–	1381
2018 Q3	$7K	Sell	102 -576	-85%	-$38.9K	﹤0.01%	2015
2018 Q2	$45K	Buy	678 +618	+1,030%	+$41.6K	﹤0.01%	1137
2018 Q1	$4K	Sell	60 -798	-93%	-$54.1K	﹤0.01%	1847
2017 Q4	$57K	Buy	858 +798	+1,330%	+$54.1K	﹤0.01%	790
2017 Q3	$4K	Hold	60	–	–	﹤0.01%	1352
2017 Q2	$4K	Hold	60	–	–	﹤0.01%	1275
2017 Q1	$4K	Buy	+60	New	+$4.14K	﹤0.01%	1176

Other funds holding HYHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Steward Partners Investment Advisory's HYHG Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its ProShares High Yield-Interest Rate Hedged ETF (HYHG) stake by 476% in Q1 2026, buying an estimated $326K and bringing the position to 6,126 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Steward Partners Investment Advisory first reported a position in HYHG in Q1 2017 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold HYHG as of Q1 2026.

Steward Partners Investment Advisory held 6,126 shares of ProShares High Yield-Interest Rate Hedged ETF worth $390K as of Q1 2026.
Steward Partners Investment Advisory bought 5,062 ProShares High Yield-Interest Rate Hedged ETF shares in Q1 2026, an estimated $326K.
ProShares High Yield-Interest Rate Hedged ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1651 holding.
Steward Partners Investment Advisory first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q1 2017 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.