WealthPoint Financial’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

WealthPoint Financial’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
2026 Q2	$284K	Sell	7,059 -32	-0.5%	-$1.29K	0.21%	104
2026 Q1	$284K	Sell	7,091 -354	-5%	-$14.4K	0.24%	101
2025 Q4	$303K	Buy	+7,445	New	+$304K	0.26%	89

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

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

WealthPoint Financial's HYGV Position: Q2 2026 in Review

WealthPoint Financial reduced its Northern Trust High Yield Value-Scored Bond ETF (HYGV) stake by 0.45% in Q2 2026, selling an estimated $1.29K and leaving 7,059 shares worth $284K. The position accounts for 0.21% of the portfolio, ranked #104.

WealthPoint Financial first reported a position in HYGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q4 2025. 114 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

WealthPoint Financial held 7,059 shares of Northern Trust High Yield Value-Scored Bond ETF worth $284K as of Q2 2026.
WealthPoint Financial sold 32 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2026, an estimated $1.29K.
Northern Trust High Yield Value-Scored Bond ETF made up 0.21% of WealthPoint Financial's portfolio in Q2 2026, its #104 holding.
WealthPoint Financial first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q4 2025 and has held it in 3 quarters since.
WealthPoint Financial's Northern Trust High Yield Value-Scored Bond ETF position peaked at $303K in Q4 2025.
114 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.