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Cooper Financial Group’s State Street Blackstone High Income ETF HYBL Stock Holding History

Cooper Financial Group’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
2025
Q4 		– Sell
-19,309
Closed -$553K – 394
2025
Q3 		$553K Sell
19,309
-1,623
-8% -$46.3K 0.06% 224
2025
Q2 		$598K Sell
20,932
-32
-0.2% -$897 0.07% 215
2025
Q1 		$590K Buy
20,964
+961
+5% +$27.3K 0.08% 214
2024
Q4 		$567K Sell
20,003
-366
-2% -$10.4K 0.07% 224
2024
Q3 		$585K Hold
20,369
– – 0.08% 224
2024
Q2 		$576K Sell
20,369
-30
-0.1% -$845 0.08% 206
2024
Q1 		$579K Sell
20,399
-607
-3% -$17.1K 0.1% 190
2023
Q4 		$591K Sell
21,006
-64
-0.3% -$1.76K 0.11% 184
2023
Q3 		$581K Sell
21,070
-28
-0.1% -$774 0.14% 168
2023
Q2 		$585K Hold
21,098
– – 0.15% 164
2023
Q1 		$586K Buy
+21,098
New +$583K 0.16% 147

Other funds holding HYBL

ZI
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CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return