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Arete Wealth Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Arete Wealth Advisors’s Portfolio HYBL Stock Details HYBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,406
Closed -$379K – 755
2024
Q2 		$379K Sell
13,406
-3,456
-20% -$97.4K 0.03% 460
2024
Q1 		$479K Buy
16,862
+7
+0% +$197 0.04% 297
2023
Q4 		$474K Buy
16,855
+116
+0.7% +$3.19K 0.04% 412
2023
Q3 		$461K Buy
+16,739
New +$463K 0.08% 251

Other funds holding HYBL

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Arete Wealth Advisors's HYBL Position: Q3 2024 in Review

Arete Wealth Advisors sold out of State Street Blackstone High Income ETF (HYBL) in Q3 2024, closing a stake of 13,406 shares — an estimated $379K sold.

Arete Wealth Advisors first reported a position in HYBL in Q3 2023 and held it in 4 quarters. The position peaked at $479K in Q1 2024. 61 funds tracked by Wall St. Rank hold HYBL as of Q3 2024.

  • Arete Wealth Advisors reported no remaining State Street Blackstone High Income ETF position as of Q3 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 13,406 State Street Blackstone High Income ETF shares in Q3 2024, an estimated $379K.
  • Arete Wealth Advisors first reported a position in State Street Blackstone High Income ETF in Q3 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's State Street Blackstone High Income ETF position peaked at $479K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.