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Oliver Lagore Vanvalin Investment Group’s State Street Blackstone High Income ETF HYBL Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q1 		– Sell
-95
Closed -$2.67K – 777
2023
Q4 		$2.67K Sell
95
-274
-74% -$7.55K ﹤0.01% 601
2023
Q3 		$10.2K Sell
369
-274
-43% -$7.58K ﹤0.01% 440
2023
Q2 		$17.8K Buy
+643
New +$17.7K 0.01% 386

Other funds holding HYBL

RH
RFG Holdings Argyle, Texas $477M AUM 26.7% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
ZF
Zega Financial Palm Beach Gardens, Florida $660M AUM 26.94% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's HYBL Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street Blackstone High Income ETF (HYBL) in Q1 2024, closing a stake of 95 shares — an estimated $2.67K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in HYBL in Q2 2023 and held it in 3 quarters. The position peaked at $17.8K in Q2 2023. 50 funds tracked by Wall St. Rank hold HYBL as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining State Street Blackstone High Income ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 95 State Street Blackstone High Income ETF shares in Q1 2024, an estimated $2.67K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street Blackstone High Income ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's State Street Blackstone High Income ETF position peaked at $17.8K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.