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Venturi Wealth Management’s Harbor Ares Systematic High Yield ETF SIHY Stock Holding History

Venturi Wealth Management’s Portfolio SIHY Stock Details SIHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-254
Closed -$11.6K – 1602
2024
Q4 		$11.6K Hold
254
– – ﹤0.01% 1396
2024
Q3 		$11.9K Hold
254
– – ﹤0.01% 1148
2024
Q2 		$11.5K Hold
254
– – ﹤0.01% 1078
2024
Q1 		$11.6K Hold
254
– – ﹤0.01% 896
2023
Q4 		$11.5K Hold
254
– – ﹤0.01% 847
2023
Q3 		$10.9K Hold
254
– – ﹤0.01% 790
2023
Q2 		$11K Buy
+254
New +$11K ﹤0.01% 641

Other funds holding SIHY

PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $900M AUM 15.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
C
Croban Fremont, Ohio $227M AUM 16.8% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Venturi Wealth Management's SIHY Position: Q1 2025 in Review

Venturi Wealth Management sold out of Harbor Ares Systematic High Yield ETF (SIHY) in Q1 2025, closing a stake of 254 shares — an estimated $11.6K sold.

Venturi Wealth Management first reported a position in SIHY in Q2 2023 and held it in 7 quarters. The position peaked at $11.9K in Q3 2024. 34 funds tracked by Wall St. Rank hold SIHY as of Q1 2025.

  • Venturi Wealth Management reported no remaining Harbor Ares Systematic High Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 254 Harbor Ares Systematic High Yield ETF shares in Q1 2025, an estimated $11.6K.
  • Venturi Wealth Management first reported a position in Harbor Ares Systematic High Yield ETF in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Harbor Ares Systematic High Yield ETF position peaked at $11.9K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held Harbor Ares Systematic High Yield ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.