Sincerus Advisory’s State Street SPDR Bloomberg High Yield Bond ETF JNK Stock Holding History

Sincerus Advisory’s Portfolio JNK Stock Details JNK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Buy	19,978 +11	+0.1%	+$1.06K	1.31%	22
2026 Q1	$1.91M	Buy	19,967 +303	+2%	+$29.4K	1.45%	21
2025 Q4	$1.91M	Buy	19,664 +2,116	+12%	+$206K	1.54%	21
2025 Q3	$1.72M	Buy	17,548 +2,219	+14%	+$216K	1.47%	21
2025 Q2	$1.49M	Buy	15,329 +464	+3%	+$44.1K	1.4%	23
2025 Q1	$1.42M	Sell	14,865 -23	-0.2%	-$2.21K	1.49%	21
2024 Q4	$1.42M	Buy	+14,888	New	+$1.44M	1.52%	20

Other funds holding JNK

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return