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VisionPoint Advisory Group’s State Street Blackstone High Income ETF HYBL Stock Holding History

VisionPoint Advisory 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
Q3 		– Sell
-900
Closed -$25.4K – 482
2024
Q2 		$25.4K Hold
900
– – 0.01% 359
2024
Q1 		$25.5K Buy
+900
New +$25.3K 0.01% 357

Other funds holding HYBL

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

VisionPoint Advisory Group's HYBL Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of State Street Blackstone High Income ETF (HYBL) in Q3 2024, closing a stake of 900 shares — an estimated $25.4K sold.

VisionPoint Advisory Group first reported a position in HYBL in Q1 2024 and held it in 2 quarters. The position peaked at $25.5K in Q1 2024. 61 funds tracked by Wall St. Rank hold HYBL as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining State Street Blackstone High Income ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 900 State Street Blackstone High Income ETF shares in Q3 2024, an estimated $25.4K.
  • VisionPoint Advisory Group first reported a position in State Street Blackstone High Income ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's State Street Blackstone High Income ETF position peaked at $25.5K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held State Street Blackstone High Income ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.