FCA
HYBI

Fortis Capital Advisors’s NEOS Enhanced Income Credit Select ETF HYBI Stock Holding History

Fortis Capital Advisors’s Portfolio HYBI Stock Details HYBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-17,003
Closed -$894K – 191
2024
Q3 		$894K Buy
+17,003
New +$894K 0.3% 69

Other funds holding HYBI

FSA
Financial Security Advisor Virginia Beach, Virginia $544M AUM 18.82% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
IIM
Illumine Investment Management Poulsbo, Washington $130M AUM 30.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Fortis Capital Advisors's HYBI Position: Q4 2024 in Review

Fortis Capital Advisors sold out of NEOS Enhanced Income Credit Select ETF (HYBI) in Q4 2024, closing a stake of 17,003 shares — an estimated $894K sold.

Fortis Capital Advisors first reported a position in HYBI in Q3 2024 and held it in 1 quarter. The position peaked at $894K in Q3 2024. 12 funds tracked by Wall St. Rank hold HYBI as of Q4 2024.

  • Fortis Capital Advisors reported no remaining NEOS Enhanced Income Credit Select ETF position as of Q4 2024 after selling out during the quarter.
  • Fortis Capital Advisors sold 17,003 NEOS Enhanced Income Credit Select ETF shares in Q4 2024, an estimated $894K.
  • Fortis Capital Advisors first reported a position in NEOS Enhanced Income Credit Select ETF in Q3 2024 and held it in 1 quarter.
  • Fortis Capital Advisors's NEOS Enhanced Income Credit Select ETF position peaked at $894K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held NEOS Enhanced Income Credit Select ETF as of Q4 2024.

Based on Fortis Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.