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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 $973M AUM 27.27% 1-Year Est. Return
CWP
Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return
CAMV
Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Kingswood Wealth Advisors's HYBL Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of State Street Blackstone High Income ETF (HYBL) in Q3 2025, closing a stake of 16,000 shares — an estimated $457K sold.

Kingswood Wealth Advisors first reported a position in HYBL in Q4 2024 and held it in 3 quarters. The position peaked at $1.47M in Q4 2024. 94 funds tracked by Wall St. Rank hold HYBL as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining State Street Blackstone High Income ETF position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,000 State Street Blackstone High Income ETF shares in Q3 2025, an estimated $457K.
  • Kingswood Wealth Advisors first reported a position in State Street Blackstone High Income ETF in Q4 2024 and held it in 3 quarters.
  • Kingswood Wealth Advisors's State Street Blackstone High Income ETF position peaked at $1.47M in Q4 2024.
  • 94 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.