Arete Wealth Advisors, LLC Reduced Holdings in Q4 2024

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-1.5K
- 10.31%
N/A
13.1K $410K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-513
- 1.35%
$21.42 - $22.58 $11K - $11.6K
37.5K $802K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-56
- 0.41%
$32.68 - $36.28 $1.83K - $2.03K
13.7K $448K
MNRO
Monro, Inc.

Consumer Cyclical
-7
- 0.07%
$24.38 - $29.78 $171 - $208
9.99K $247K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-154
- 2.15%
$56.08 - $68.53 $8.64K - $10.6K
7.02K $395K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.25K
- 10.35%
$34.78 - $35.99 $43.4K - $44.9K
10.8K $383K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-1.44K
- 15.41%
$28.48 - $29.56 $41.1K - $42.7K
7.92K $232K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-1.34K
- 10.72%
$32.44 - $33.28 $43.4K - $44.6K
11.2K $371K
ECL
Ecolab Inc.

Basic Materials
-33
- 2.48%
$234.32 - $261.43 $7.73K - $8.63K
1.3K $304K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-194
- 9.64%
$125.4 - $135.42 $24.3K - $26.3K
1.82K $228K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-981
- 6.57%
$24.55 - $25.16 $24.1K - $24.7K
14K $344K
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
-1.15K
- 9.16%
$32.84 - $33.81 $37.7K - $38.8K
11.4K $383K
UJUN
Innovator U.S. Equity Ultra Bu

ETFs
-1.1K
- 8.86%
$33.03 - $34.15 $36.4K - $37.6K
11.3K $383K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-500
- 4.53%
$19.82 - $21.55 $9.91K - $10.8K
10.5K $209K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-1.14K
- 8.31%
$30.02 - $31.23 $34.3K - $35.7K
12.6K $389K
Ultimus Managers Tr
-8
- 0.1%
N/A
8.03K $203K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-34
- 1.56%
$99.2 - $108.47 $3.37K - $3.69K
2.15K $214K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-162
- 0.39%
$44.33 - $49.55 $7.18K - $8.03K
41.3K $1.86M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-628
- 1.21%
$34.96 - $35.65 $22K - $22.4K
51.5K $1.81M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-1.48K
- 6.86%
$14.13 - $16.35 $20.8K - $24.1K
20K $300K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-162
- 8.24%
$118.0 - $127.04 $19.1K - $20.6K
1.8K $220K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-812
- 3.74%
$33.71 - $34.99 $27.4K - $28.4K
20.9K $721K
Global X Fds
-537
- 2.14%
N/A
24.5K $916K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
-1.04K
- 3.94%
$34.72 - $35.93 $36K - $37.3K
25.3K $903K
LAD
Lithia Motors Inc

Consumer Cyclical
-1.1K
- 11.5%
$303.15 - $394.27 $334K - $434K
8.48K $3.03M
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-446
- 3.98%
$34.64 - $35.72 $15.4K - $15.9K
10.8K $380K
IVT
Inven Trust Properties Corp.

Real Estate
-3.07K
- 6.84%
$28.52 - $31.3 $87.4K - $96K
41.7K $1.26M
UNOV
Earth Science Tech, Inc.

ETFs
-741
- 3.5%
$33.84 - $35.03 $25.1K - $26K
20.4K $708K
FDX
Fedex Corp

Industrials
-89
- 4.34%
$260.5 - $305.15 $23.2K - $27.2K
1.96K $552K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-215
- 1.96%
$17.65 - $18.18 $3.79K - $3.91K
10.7K $190K
MCRB
Seres Therapeutics, Inc.

Healthcare
-100
- 0.48%
$0.55 - $0.98 $55 - $98
20.9K $17K
USEP
Innovator U.S. Equity Ultra Bu
-655
- 1.66%
N/A
38.9K $1.37M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-52
- 1.89%
$75.22 - $82.17 $3.91K - $4.27K
2.7K $206K
EVF
Eaton Vance Senior Income Trust

Financial Services
-21
- 0.07%
$6.14 - $6.3 $129 - $132
28.1K $173K
BHB
Bar Harbor Bankshares

Financial Services
-16
- 0.17%
$28.81 - $38.23 $461 - $612
9.6K $294K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-80
- 5.09%
$153.8 - $176.52 $12.3K - $14.1K
1.49K $247K
SFBS
Servis First Bancshares, Inc.

Financial Services
-180
- 5.53%
$77.34 - $99.0 $13.9K - $17.8K
3.07K $261K
Jacobs Solutions Inc
-68
- 1.92%
N/A
3.48K $464K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-250
- 1.72%
$29.73 - $30.81 $7.43K - $7.7K
14.3K $436K
WHG
Westwood Holdings Group Inc

Financial Services
-69
- 0.34%
$13.92 - $16.7 $960 - $1.15K
20.4K $299K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-491
- 0.7%
$17.93 - $18.8 $8.8K - $9.23K
69.5K $1.27M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-13
- 0.11%
$39.2 - $40.69 $510 - $529
12.1K $488K
UAMY
United States Antimony Corp

Basic Materials
-4.39K
- 23.86%
$0.52 - $2.09 $2.28K - $9.16K
14K $25K
ESCA
Escalade Inc

Consumer Cyclical
-46
- 0.22%
$13.03 - $16.49 $599 - $759
20.9K $306K
VFH
Vanguard Financial ETF

ETFs
-97
- 2.83%
$108.87 - $126.2 $10.6K - $12.2K
3.33K $393K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-374
- 1.71%
$53.94 - $58.15 $20.2K - $21.7K
21.5K $1.21M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-33
- 0.22%
$14.7 - $17.79 $485 - $587
14.9K $248K
VRT
Vertiv Holdings CO

Industrials
-571
- 9.58%
N/A
5.39K $614K
GM
General Motors CO

Consumer Cyclical
-368
- 7.58%
$44.82 - $60.2 $16.5K - $22.2K
4.48K $239K
Activity Summary
Buys All Purchases 538 New Holdings 103 Increased Positions 435 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
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