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

United Capital 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
2026 Q1	$202K	Hold	5,480	–	–	﹤0.01%	1551
2025 Q4	$206K	Hold	5,480	–	–	﹤0.01%	1321
2025 Q3	$208K	Hold	5,480	–	–	﹤0.01%	1153
2025 Q2	$205K	Buy	5,480 +32	+0.6%	+$1.17K	﹤0.01%	1043
2025 Q1	$201K	Buy	+5,448	New	+$202K	﹤0.01%	1017

Other funds holding HYFI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AFS

Anderson Financial Strategies Dayton, Ohio $182M AUM 13.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

United Capital Financial Advisors's HYFI Position: Q1 2026 in Review

United Capital Financial Advisors held its AB High Yield ETF (HYFI) position steady in Q1 2026 at 5,480 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

United Capital Financial Advisors first reported a position in HYFI in Q1 2025 and has held it in 5 quarters since. The position peaked at $208K in Q3 2025. 57 funds tracked by Wall St. Rank hold HYFI as of Q1 2026.

United Capital Financial Advisors held 5,480 shares of AB High Yield ETF worth $202K as of Q1 2026.
United Capital Financial Advisors left its AB High Yield ETF share count unchanged in Q1 2026.
AB High Yield ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1551 holding.
United Capital Financial Advisors first reported a position in AB High Yield ETF in Q1 2025 and has held it in 5 quarters since.
United Capital Financial Advisors's AB High Yield ETF position peaked at $208K in Q3 2025.
57 funds tracked by Wall St. Rank held AB High Yield ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.