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Kingswood Wealth Advisors’s State Street Blackstone High Income ETF HYBL Stock Holding History

Kingswood Wealth Advisors’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
Q3 		– Sell
-16,000
Closed -$457K – 817
2025
Q2 		$457K Sell
16,000
-10,000
-38% -$280K 0.04% 439
2025
Q1 		$727K Sell
26,000
-26,000
-50% -$738K 0.07% 314
2024
Q4 		$1.47M Buy
+52,000
New +$1.48M 0.11% 197

Other funds holding HYBL

ZI
ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $592M AUM 18.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $261M AUM 11.77% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $2.64B AUM 13.57% 1-Year Est. Return