Smart Wealth LLC Closed Holding Positions

Smart Wealth LLC

$255 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
SCHW Schwab Charles Corp Financial Services	Q3 2024 Filed on Dec 13, 2024	2,802	$61.74 - $76.08 $173K - $213K
First Tr Exchng Traded Fd Vi	Q3 2023 Filed on Dec 13, 2024	337,903	N/A
AFCG Afc Gamma, Inc. Real Estate	Q1 2024 Filed on Dec 13, 2024	21,994	$11.2 - $13.11 $246K - $288K
KWEB Kraneshares Tr Csi China Inter ETFs	Q3 2024 Filed on Dec 13, 2024	37,036	$24.73 - $34.02 $916K - $1.26M
PPA Invesco Exchange Traded Fd Tr ETFs	Q2 2024 Filed on Dec 13, 2024	11,103	$98.11 - $105.73 $1.09M - $1.17M
VMBS Vanguard Mortg Backed Sec ETF ETFs	Q3 2023 Filed on Dec 13, 2024	10,074	$43.61 - $46.21 $439K - $466K
BND Vanguard Bd Index Fd Inc Total ETFs	Q3 2023 Filed on Dec 13, 2024	22,215	$69.63 - $72.91 $1.55M - $1.62M
BSV Vanguard Bd Index Fd Inc Short ETFs	Q3 2024 Filed on Dec 13, 2024	35,600	$76.38 - $78.87 $2.72M - $2.81M
BIV Vanguard Bd Index Fd Inc Inter ETFs	Q1 2024 Filed on Dec 13, 2024	18,639	$74.51 - $76.61 $1.39M - $1.43M
BNO United States Brent Oil Fund, LP ETFs	Q3 2024 Filed on Dec 13, 2024	27,684	$27.12 - $32.86 $751K - $910K
STOR Store Capital Corp Real Estate	Q1 2023 Filed on Dec 13, 2024	14,008	$0.0 - $32.21 $0 - $451K
SPYG Spdr Portfolio ETFs	Q1 2023 Filed on Dec 13, 2024	4,133	$49.61 - $55.36 $205K - $229K
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	Q1 2024 Filed on Dec 13, 2024	24,076	$23.14 - $23.52 $557K - $566K
SJNK Spdr Bloomberg Short Term High ETFs	Q3 2023 Filed on Dec 13, 2024	8,210	$24.38 - $24.83 $200K - $204K
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	Q1 2023 Filed on Dec 13, 2024	5,401	$91.4 - $91.84 $494K - $496K
SIVR Abrdn Silver ETF Trust ETFs	Q1 2024 Filed on Dec 13, 2024	10,103	$21.12 - $24.38 $213K - $246K

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