CUSIP 025072331SELECT HIGH YIELAHYBQ4 2025
Aggregate 13F value by quarter
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11 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 990.4K | $46.30M | +134.0K | Added |
| 2 | Networth Advisors, LLC | 46.2K | $2.16M | +46.2K | New Position |
| 3 | Ae Wealth Management LLC | 14.3K | $670.9K | +4.3K | Added |
| 4 | Mml Investors Services, LLC | 8.2K | $384.8K |
| +613 |
| Added |
| 5 | Lloyd Advisory Services, LLC. | 1.3K | $60.0K | +1.3K | New |
| 6 | Meramec Financial Planners, LLC | 154 | $7.2K | +154 | New Position |
| 7 | Osaic Holdings, Inc. | 144 | $6.8K | 0 | Held |
| 8 | Kingdom Financial Group LLC. | 74 | $3.5K | +74 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | 5.6K | $262 | −614 | Reduced |
| 10 | Ubs Group AG | 5 | $234 | +5 | New |
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