HYFI — AB HIGH YIELD ETF

Ownership history in Anderson Financial Strategies, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Anderson Financial Strategies, LLC reported a position in AB HIGH YIELD ETF (HYFI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.19% (2025 Q3)
Avg. % of fund
5.08%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 234,943 +3,997 +1.7% 5.13% $8.8M $37.17
2025 Q3 ADDED 230,946 +19,405 +9.2% 5.19% $8.8M $36.69
2025 Q2 REDUCED 211,541 -3,975 -1.8% 5.07% $7.9M $35.65
2025 Q1 REDUCED 215,516 -16,319 -7.0% 4.86% $7.9M $34.41
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HYFI price (monthly, adj. close)

Other funds also holding HYFI

As of 2025 Q4 — sorted by position size

Wagner Wealth Management, LLC 3Y 7Y 5.16% Advisory Resource Group 3Y 7Y 0.85% Lifetime Wealth Management P.C. 0.48% Redwood Financial Network Corp 3Y 0.27% Platform Technology Partners 3Y 0.24% Sage Advisory Services, Ltd.Co. 3Y 7Y 0.15% IHT Wealth Management, LLC 3Y 7Y 0.13% TFB Advisors LLC 3Y 0.09% BITTERROOT CAPITAL ADVISORS LLC 0.07% Western Wealth Management, LLC 3Y 7Y 0.04%
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