Elevatus Welath Management’s State Street Blackstone High Income ETF HYBL Stock Holding History

Elevatus Welath Management’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 Q2	–	Sell	-7,200	Closed	-$202K	–	121
2025 Q1	$202K	Hold	7,200	–	–	0.11%	101
2024 Q4	$204K	Buy	+7,200	New	+$205K	0.07%	103

Other funds holding HYBL

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Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return

Envestnet Asset Management

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

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Pallas Capital Advisors Braintree, Massachusetts $2.66B AUM 22.31% 1-Year Est. Return