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

Beacon Harbor 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
Q1 		– Sell
-44,142
Closed -$1.24M – 79
2023
Q4 		$1.24M Buy
+44,142
New +$1.22M 0.36% 54

Other funds holding HYBL

RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
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
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Harbor Wealth Advisors's HYBL Position: Q1 2024 in Review

Beacon Harbor Wealth Advisors sold out of State Street Blackstone High Income ETF (HYBL) in Q1 2024, closing a stake of 44,142 shares — an estimated $1.24M sold.

Beacon Harbor Wealth Advisors first reported a position in HYBL in Q4 2023 and held it in 1 quarter. The position peaked at $1.24M in Q4 2023. 50 funds tracked by Wall St. Rank hold HYBL as of Q1 2024.

  • Beacon Harbor Wealth Advisors reported no remaining State Street Blackstone High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 44,142 State Street Blackstone High Income ETF shares in Q1 2024, an estimated $1.24M.
  • Beacon Harbor Wealth Advisors first reported a position in State Street Blackstone High Income ETF in Q4 2023 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's State Street Blackstone High Income ETF position peaked at $1.24M in Q4 2023.
  • 50 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2024.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.