Wealth Enhancement Advisory Services
HYS icon

Wealth Enhancement Advisory Services’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HYS Stock Details HYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Sell
21,879
-1,365
-6% -$128K ﹤0.01% 1554
2026
Q1 		$2.16M Buy
23,244
+13,140
+130% +$1.24M ﹤0.01% 1354
2025
Q4 		$962K Buy
10,104
+1,261
+14% +$120K ﹤0.01% 1992
2025
Q3 		$842K Sell
8,843
-244
-3% -$23.2K ﹤0.01% 1977
2025
Q2 		$859K Sell
9,087
-695
-7% -$64.7K ﹤0.01% 1846
2025
Q1 		$916K Buy
+9,782
New +$924K ﹤0.01% 1641
2024
Q4 		– Sell
-2,324
Closed -$222K – 3031
2024
Q3 		$222K Buy
+2,324
New +$218K ﹤0.01% 2388

Other funds holding HYS

MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
AIM
Aspen Investment Management Grand Rapids, Michigan $372M AUM 31.31% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

Wealth Enhancement Advisory Services's HYS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) stake by 5.9% in Q2 2026, selling an estimated $128K and leaving 21,879 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Wealth Enhancement Advisory Services first reported a position in HYS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q1 2026. 40 funds tracked by Wall St. Rank hold HYS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 21,879 shares of PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund worth $2.03M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,365 PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund shares in Q2 2026, an estimated $128K.
  • PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1554 holding.
  • Wealth Enhancement Advisory Services first reported a position in PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund in Q3 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund position peaked at $2.16M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.