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Centennial Wealth Advisory’s State Street Blackstone High Income ETF HYBL Stock Holding History

Centennial Wealth Advisory’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
-21,560
Closed -$609K – 157
2024
Q2 		$609K Buy
21,560
+268
+1% +$7.55K 0.26% 47
2024
Q1 		$604K Buy
21,292
+461
+2% +$13K 0.28% 48
2023
Q4 		$586K Sell
20,831
-1,209
-5% -$33.3K 0.3% 45
2023
Q3 		$608K Sell
22,040
-394
-2% -$10.9K 0.33% 52
2023
Q2 		$622K Buy
22,434
+41
+0.2% +$1.13K 0.32% 48
2023
Q1 		$622K Buy
+22,393
New +$618K 0.33% 47

Other funds holding HYBL

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UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $304M AUM 26.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return