Summit Financial’s ProShares High Yield-Interest Rate Hedged ETF HYHG Stock Holding History

Summit Financial’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 Q2	$1.33M	Buy	20,535 +2,650	+15%	+$171K	0.01%	751
2026 Q1	$1.14M	Buy	17,885 +2,005	+13%	+$129K	0.01%	731
2025 Q4	$1.02M	Buy	15,880 +3,468	+28%	+$223K	0.02%	668
2025 Q3	$809K	Buy	+12,412	New	+$804K	0.01%	714

Other funds holding HYHG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $131M AUM

SIS

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Summit Financial's HYHG Position: Q2 2026 in Review

Summit Financial increased its ProShares High Yield-Interest Rate Hedged ETF (HYHG) stake by 15% in Q2 2026, buying an estimated $171K and bringing the position to 20,535 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #751.

Summit Financial first reported a position in HYHG in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold HYHG as of Q2 2026.

Summit Financial held 20,535 shares of ProShares High Yield-Interest Rate Hedged ETF worth $1.33M as of Q2 2026.
Summit Financial bought 2,650 ProShares High Yield-Interest Rate Hedged ETF shares in Q2 2026, an estimated $171K.
ProShares High Yield-Interest Rate Hedged ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #751 holding.
Summit Financial first reported a position in ProShares High Yield-Interest Rate Hedged ETF in Q3 2025 and has held it in 4 quarters since.
53 funds tracked by Wall St. Rank held ProShares High Yield-Interest Rate Hedged ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.