Western Wealth Management, LLC HYFI AB ACTIVE ETFS INC

Ownership history in Western Wealth Management, LLC  ·  5 quarters on record

AI Ownership Summary

Western Wealth Management, LLC reported AB ACTIVE ETFS INC (HYFI) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.44% in 2024 Q4. The latest visible filing shows HYFI at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Western Wealth Management, LLC's position in AB ACTIVE ETFS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HYFI was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Western Wealth Management, LLC held HYFI — position size vs. price
% of Fund (quarterly)    HYFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 69,115 +44,492 +180.7% 0.09% $2.6M 2026-05-19 $36.90
2025 Q4 REDUCED 24,623 -110 -0.4% 0.04% $925K 2026-02-05 $36.83
2025 Q3 REDUCED 38.2% +1.5% 24,733 -15,318 -38.2% 0.05% $939K 2025-11-06 $36.11
2024 Q4 ADDED 40,051 +17,299 +76.0% 0.44% $1.5M 2025-02-18 $34.17
2024 Q3 INITIATED 22,752 0.05% $856K 2024-11-12 $33.55

FAQ About Western Wealth Management, LLC and HYFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Western Wealth Management, LLC reported owning HYFI?

Western Wealth Management, LLC reported HYFI across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HYFI position in Western Wealth Management, LLC's portfolio?

The largest reported portfolio weight for HYFI was 0.44% in 2024 Q4.

What is the latest reported HYFI position on this page?

The most recent filing on this page is 2026 Q1, when Western Wealth Management, LLC reported 69,115 shares, equal to 0.09% of portfolio, with an estimated market value of $2.6M.

What does the chart on this HYFI ownership page compare?

The chart compares Western Wealth Management, LLC's quarterly HYFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Western Wealth Management, LLC time their HYFI position?

Based on 13F filing dates vs. subsequent HYFI price moves, Western Wealth Management, LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on HYFI relative to SPY over the holding period was -9.9%.

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