AWE
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Avidian Wealth Enterprises’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Avidian Wealth Enterprises’s Portfolio JNK Stock Details JNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Hold
3,352
– – 0.01% 535
2025
Q4 		$326K Hold
3,352
– – 0.01% 459
2025
Q3 		$328K Hold
3,352
– – 0.01% 454
2025
Q2 		$326K Hold
3,352
– – 0.01% 425
2025
Q1 		$319K Sell
3,352
-209
-6% -$20.1K 0.01% 403
2024
Q4 		$340K Hold
3,561
– – 0.02% 376
2024
Q3 		$348K Hold
3,561
– – 0.02% 367
2024
Q2 		$336K Sell
3,561
-213
-6% -$20K 0.02% 369
2024
Q1 		$359K Sell
3,774
-1,432
-28% -$135K 0.02% 324
2023
Q4 		$493K Buy
+5,206
New +$475K 0.03% 268
2022
Q4 		– Sell
-21,741
Closed -$1.91M – 460
2022
Q3 		$1.91M Buy
+21,741
New +$2.03M 0.14% 104
2021
Q3 		– Sell
-15,782
Closed -$1.74M – 412
2021
Q2 		$1.74M Buy
15,782
+1,464
+10% +$160K 0.13% 98
2021
Q1 		$1.56M Buy
14,318
+10,414
+267% +$1.13M 0.13% 94
2020
Q4 		$425K Buy
+3,904
New +$416K 0.04% 209

Other funds holding JNK

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return