UBS Group
EVHY icon

UBS Group’s Eaton Vance High Yield ETF EVHY Stock Holding History

UBS Group’s Portfolio EVHY Stock Details EVHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-120
Closed -$6.28K – 10348
2024
Q4 		$6.28K Buy
120
+51
+74% +$2.72K ﹤0.01% 8573
2024
Q3 		$3.72K Sell
69
-361
-84% -$19.3K ﹤0.01% 8227
2024
Q2 		$22.6K Buy
+430
New +$22.6K ﹤0.01% 7226

Other funds holding EVHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

UBS Group's EVHY Position: Q1 2025 in Review

UBS Group sold out of Eaton Vance High Yield ETF (EVHY) in Q1 2025, closing a stake of 120 shares — an estimated $6.28K sold.

UBS Group first reported a position in EVHY in Q2 2024 and held it in 3 quarters. The position peaked at $22.6K in Q2 2024. 5 funds tracked by Wall St. Rank hold EVHY as of Q1 2025.

  • UBS Group reported no remaining Eaton Vance High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 120 Eaton Vance High Yield ETF shares in Q1 2025, an estimated $6.28K.
  • UBS Group first reported a position in Eaton Vance High Yield ETF in Q2 2024 and held it in 3 quarters.
  • UBS Group's Eaton Vance High Yield ETF position peaked at $22.6K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held Eaton Vance High Yield ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.