CUSIP 97717X172US HGH YLD CORPQHYQ4 2025
Aggregate 13F value by quarter
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70 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 711.7K | $33.05M | +35.9K | Added |
| 2 | Cetera Investment Advisers | 197.6K | $9.18M | −446 | Reduced |
| 3 | Lpl Financial LLC | 115.1K | $5.35M | +11.4K | Added |
| 4 | Goldstone Financial Group, LLC | 87.6K | $4.07M |
| −3.5K |
| Reduced |
| 5 | Morgan Stanley | 81.4K | $3.78M | +3.1K | Added |
| 6 | Private Advisor Group, LLC | 65.3K | $3.03M | +4.9K | Added |
| 7 | Collaborative Wealth Managment Inc. | 57.1K | $2.65M | −3.4K | Reduced |
| 8 | Wealthplan Investment Management, LLC | 56.6K | $2.63M | +56.6K | New |
| 9 | Atria Investments, Inc | 53.1K | $2.47M | −3.5K | Reduced |
| 10 | Insight Advisors, LLC/ Pa | 45.2K | $2.10M | +4.0K | Added |
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