Wealth Enhancement Advisory Services’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Wealth Enhancement Advisory Services’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	-18,781	Closed	-$758K	–	3431
2025 Q1	$758K	Sell	18,781 -12,526	-40%	-$512K	﹤0.01%	1768
2024 Q4	$1.27M	Sell	31,307 -25,114	-45%	-$1.03M	﹤0.01%	1418
2024 Q3	$2.35M	Sell	56,421 -53,046	-48%	-$2.17M	0.01%	980
2024 Q2	$4.42M	Buy	109,467 +10,605	+11%	+$429K	0.01%	717
2024 Q1	$4.06M	Buy	+98,862	New	+$4.04M	0.01%	720

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

Wealth Enhancement Advisory Services's HYGV Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Northern Trust High Yield Value-Scored Bond ETF (HYGV) in Q2 2025, closing a stake of 18,781 shares — an estimated $758K sold.

Wealth Enhancement Advisory Services first reported a position in HYGV in Q1 2024 and held it in 5 quarters. The position peaked at $4.42M in Q2 2024. 98 funds tracked by Wall St. Rank hold HYGV as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining Northern Trust High Yield Value-Scored Bond ETF position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 18,781 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2025, an estimated $758K.
Wealth Enhancement Advisory Services first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q1 2024 and held it in 5 quarters.
Wealth Enhancement Advisory Services's Northern Trust High Yield Value-Scored Bond ETF position peaked at $4.42M in Q2 2024.
98 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.