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TPG Financial Advisors’s AB High Yield ETF HYFI Stock Holding History

TPG Financial Advisors’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
2024
Q3 		– Sell
-167,163
Closed -$6.09M – 70
2024
Q2 		$6.09M Buy
+167,163
New +$6.07M 2.88% 12
2023
Q4 		$8.89M Buy
244,660
+763
+0.3% +$26.8K 4.53% 7
2023
Q3 		$8.49M Buy
+243,897
New +$8.58M 4.39% 7

Other funds holding HYFI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $495M AUM 8.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TPG Financial Advisors's HYFI Position: Q3 2024 in Review

TPG Financial Advisors sold out of AB High Yield ETF (HYFI) in Q3 2024, closing a stake of 167,163 shares — an estimated $6.09M sold.

TPG Financial Advisors first reported a position in HYFI in Q3 2023 and held it in 3 quarters. The position peaked at $8.89M in Q4 2023. 38 funds tracked by Wall St. Rank hold HYFI as of Q3 2024.

  • TPG Financial Advisors reported no remaining AB High Yield ETF position as of Q3 2024 after selling out during the quarter.
  • TPG Financial Advisors sold 167,163 AB High Yield ETF shares in Q3 2024, an estimated $6.09M.
  • TPG Financial Advisors first reported a position in AB High Yield ETF in Q3 2023 and held it in 3 quarters.
  • TPG Financial Advisors's AB High Yield ETF position peaked at $8.89M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held AB High Yield ETF as of Q3 2024.

Based on TPG Financial Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.