Visionary Wealth Advisors’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Visionary Wealth Advisors’s Portfolio HYGV Stock Details HYGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-14,009	Closed	-$566K	–	584
2025 Q1	$566K	Sell	14,009 -272	-2%	-$11.1K	0.03%	324
2024 Q4	$581K	Buy	14,281 +920	+7%	+$37.8K	0.03%	331
2024 Q3	$557K	Sell	13,361 -34,806	-72%	-$1.43M	0.03%	331
2024 Q2	$1.95M	Sell	48,167 -6,078	-11%	-$246K	0.13%	169
2024 Q1	$2.23M	Buy	54,245 +3,472	+7%	+$142K	0.15%	158
2023 Q4	$2.08M	Buy	50,773 +4,113	+9%	+$163K	0.15%	151
2023 Q3	$1.86M	Buy	46,660 +3,356	+8%	+$135K	0.15%	148
2023 Q2	$1.75M	Buy	43,304 +13,996	+48%	+$561K	0.14%	152
2023 Q1	$1.19M	Buy	29,308 +4,576	+19%	+$186K	0.1%	179
2022 Q4	$986K	Buy	24,732 +12,381	+100%	+$497K	0.09%	178
2022 Q3	$483K	Buy	12,351 +3,064	+33%	+$127K	0.05%	232
2022 Q2	$375K	Buy	9,287 +4,190	+82%	+$182K	0.03%	282
2022 Q1	$236K	Buy	+5,097	New	+$240K	0.02%	376

Other funds holding HYGV

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

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

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Visionary Wealth Advisors's HYGV Position: Q2 2025 in Review

Visionary Wealth Advisors sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q2 2025, closing a stake of 14,009 shares — an estimated $566K sold.

Visionary Wealth Advisors first reported a position in HYGV in Q1 2022 and held it in 13 quarters. The position peaked at $2.23M in Q1 2024. 98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

Visionary Wealth Advisors reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q2 2025 after selling out during the quarter.
Visionary Wealth Advisors sold 14,009 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2025, an estimated $566K.
Visionary Wealth Advisors first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q1 2022 and held it in 13 quarters.
Visionary Wealth Advisors's Northern Trust High Yield Value-Scored Bond ETF position peaked at $2.23M in Q1 2024.
98 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2025.

Based on Visionary Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.