Titus Wealth Management Closed Holding Positions

Titus Wealth Management

  • $200 Million
  • Q2 2022
Stock Closed Quarter Shares Sold Price Range Trade History
Wisdom Tree Floating
Q2 2021 Filed on Aug 16, 2021
30,826
N/A
VO
Vanguard Mid Cap ETF

ETFs
Q2 2021 Filed on Aug 16, 2021
1,091
$223.23 - $238.25 $244K - $260K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2021 Filed on Aug 16, 2021
4,430
$58.35 - $61.95 $258K - $274K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2021 Filed on May 17, 2021
4,038
$50.15 - $50.25 $203K - $203K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q1 2021 Filed on May 17, 2021
15,200
$13.01 - $13.95 $198K - $212K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q1 2021 Filed on May 17, 2021
4,756
$50.47 - $50.59 $240K - $241K
General Electric CO
Q1 2021 Filed on May 17, 2021
20,955
N/A
FSD
First Trust High Income Long/Short Fund

Financial Services
Q1 2021 Filed on May 17, 2021
10,600
$14.57 - $15.15 $154K - $161K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2020 Filed on Feb 16, 2021
6,450
$51.39 - $51.73 $331K - $334K
Tesla Inc
Q3 2020 Filed on Nov 16, 2020
237
N/A
RGLD
Royal Gold Inc

Basic Materials
Q3 2020 Filed on Nov 16, 2020
4,400
$115.91 - $145.33 $510K - $639K
United States Oil Fund LP
Q2 2020 Filed on Aug 14, 2020
20,600
N/A
MMM
3 M CO

Industrials
Q1 2020 Filed on May 18, 2020
1,206
$117.87 - $181.37 $142K - $219K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
Q1 2020 Filed on May 18, 2020
8,155
$27.13 - $31.39 $221K - $256K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
Q1 2020 Filed on May 18, 2020
1,300
$30.51 - $56.86 $39.7K - $73.9K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2020 Filed on May 18, 2020
3,245
$46.61 - $69.67 $151K - $226K
JRS
Nuveen Real Estate Income Fund

Financial Services
Q4 2019 Filed on Feb 18, 2020
10,000
$10.24 - $11.02 $102K - $110K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q4 2019 Filed on Feb 18, 2020
10,000
$9.89 - $10.3 $98.9K - $103K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q3 2019 Filed on Nov 18, 2019
22,971
$130.07 - $147.8 $2.99M - $3.4M
Goldcorp Inc New
Q2 2019 Filed on Aug 15, 2019
17,625
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 15, 2019
7,384
N/A
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2019 Filed on May 15, 2019
6,175
$37.67 - $43.15 $233K - $266K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q4 2018 Filed on Feb 11, 2019
18,106
$12.04 - $12.63 $218K - $229K
Red Hat Inc
Q4 2018 Filed on Feb 11, 2019
10,000
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2018 Filed on Feb 11, 2019
4,015
N/A
Intel Corp
Q4 2018 Filed on Feb 11, 2019
10,000
N/A
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2018 Filed on Feb 11, 2019
1,484
$108.45 - $147.51 $161K - $219K
GPS
Gap Inc

Consumer Cyclical
Q3 2018 Filed on Nov 06, 2018
6,200
$26.99 - $32.7 $167K - $203K
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Nov 06, 2018
4,645
$59.7 - $69.49 $277K - $323K
WY
Weyerhaeuser CO

Real Estate
Q3 2018 Filed on Nov 06, 2018
6,364
$32.27 - $37.27 $205K - $237K
KSS
Kohls Corp

Consumer Cyclical
Q3 2018 Filed on Nov 06, 2018
3,270
$69.13 - $82.05 $226K - $268K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2018 Filed on Nov 06, 2018
1,119
$156.36 - $197.98 $175K - $222K
American Rlty Cap Pptys Inc
Q3 2018 Filed on Nov 06, 2018
14,000
N/A
Illumina Inc
Q3 2018 Filed on Nov 06, 2018
11,000
N/A
Accenture
Q2 2018 Filed on Aug 16, 2018
2,045
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 16, 2018
27,678
N/A
ANSS
Ansys Inc

Technology
Q2 2018 Filed on Aug 16, 2018
1,515
$153.51 - $182.73 $233K - $277K
MAR
Marriott International Inc

Consumer Cyclical
Q1 2018 Filed on May 15, 2018
2,177
$133.75 - $147.99 $291K - $322K
Johnson & Johnson
Q1 2018 Filed on May 15, 2018
4,246
N/A
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q1 2018 Filed on May 15, 2018
14,036
$13.33 - $14.41 $187K - $202K
Ishares Tr
Q1 2018 Filed on May 15, 2018
6,073
N/A
Rydex ETF Trust
Q1 2018 Filed on May 15, 2018
2,239
N/A
Central Fd Cda LTD
Q1 2018 Filed on May 15, 2018
97,225
N/A
Franco Nevada Corp
Q1 2018 Filed on May 15, 2018
4,395
N/A
NVS
Novartis Ag

Healthcare
Q1 2018 Filed on May 15, 2018
2,191
$70.39 - $84.15 $154K - $184K
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