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

RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return

Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return

Zega Financial Palm Beach Gardens, Florida $304M AUM 26.94% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return