Wealthspire Advisors (New York)’s Northern Trust High Yield Value-Scored Bond ETF HYGV Stock Holding History

Wealthspire Advisors (New York)’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	$209K	Buy	5,192 +2	+0%	+$81	﹤0.01%	1154
2026 Q1	$208K	Hold	5,190	–	–	﹤0.01%	850
2025 Q4	$211K	Buy	5,190 +3,261	+169%	+$133K	﹤0.01%	954
2025 Q3	$79.5K	Buy	+1,929	New	+$78.9K	﹤0.01%	1082

Other funds holding HYGV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Wealthspire Advisors (New York)'s HYGV Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Northern Trust High Yield Value-Scored Bond ETF (HYGV) stake by 0.04% in Q2 2026, buying an estimated $81 and bringing the position to 5,192 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Wealthspire Advisors (New York) first reported a position in HYGV in Q3 2025 and has held it in 4 quarters since. The position peaked at $211K in Q4 2025. 113 funds tracked by Wall St. Rank hold HYGV as of Q2 2026.

Wealthspire Advisors (New York) held 5,192 shares of Northern Trust High Yield Value-Scored Bond ETF worth $209K as of Q2 2026.
Wealthspire Advisors (New York) bought 2 Northern Trust High Yield Value-Scored Bond ETF shares in Q2 2026, an estimated $81.
Northern Trust High Yield Value-Scored Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1154 holding.
Wealthspire Advisors (New York) first reported a position in Northern Trust High Yield Value-Scored Bond ETF in Q3 2025 and has held it in 4 quarters since.
Wealthspire Advisors (New York)'s Northern Trust High Yield Value-Scored Bond ETF position peaked at $211K in Q4 2025.
113 funds tracked by Wall St. Rank held Northern Trust High Yield Value-Scored Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.