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Catalyst Financial Partners’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Catalyst Financial Partners’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 		$1.64M Buy
17,148
+3,163
+23% +$307K 0.19% 60
2025
Q4 		$1.36M Buy
13,985
+1,304
+10% +$127K 0.15% 72
2025
Q3 		$1.24M Buy
12,681
+4,837
+62% +$470K 0.15% 70
2025
Q2 		$763K Buy
7,844
+2,514
+47% +$239K 0.08% 109
2025
Q1 		$508K Buy
5,330
+532
+11% +$51.2K 0.09% 145
2024
Q4 		$458K Sell
4,798
-972
-17% -$93.8K 0.09% 149
2024
Q3 		$564K Buy
5,770
+139
+2% +$13.3K 0.11% 127
2024
Q2 		$531K Buy
5,631
+938
+20% +$88.2K 0.12% 117
2024
Q1 		$435K Buy
4,693
+890
+23% +$84.2K 0.11% 126
2023
Q4 		$360K Sell
3,803
-1,924
-34% -$176K 0.1% 138
2023
Q3 		$518K Buy
5,727
+1,300
+29% +$119K 0.17% 88
2023
Q2 		$407K Buy
4,427
+392
+10% +$35.9K 0.15% 101
2023
Q1 		$375K Sell
4,035
-1,906
-32% -$175K 0.16% 99
2022
Q4 		$535K Buy
+5,941
New +$537K 0.27% 58

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State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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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