Global Wealth Management Investment Advisory, Inc. Closed Holding Positions

Global Wealth Management Investment Advisory, Inc.

  • $578 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
91
$54.6 - $88.91 $4.97K - $8.09K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q3 2019 Filed on Nov 14, 2019
16
$33.01 - $33.68 $528 - $539
Soliton Inc
Q3 2019 Filed on Nov 14, 2019
200
N/A
TEL
Te Connectivity Ltd.

Technology
Q3 2019 Filed on Nov 14, 2019
16
$87.29 - $97.35 $1.4K - $1.56K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
491
$41.82 - $47.91 $20.5K - $23.5K
TDC
Teradata Corp

Technology
Q3 2019 Filed on Nov 14, 2019
6
$29.81 - $37.32 $179 - $224
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2019 Filed on Nov 14, 2019
104
$29.25 - $29.64 $3.04K - $3.08K
TTSH
Tile Shop Holdings, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
1
$2.31 - $4.34 $2.31 - $4.34
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2019 Filed on Nov 14, 2019
49
$28.24 - $28.68 $1.38K - $1.41K
Match Group Inc
Q3 2019 Filed on Nov 14, 2019
100
N/A
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q3 2019 Filed on Nov 14, 2019
19
$54.41 - $55.32 $1.03K - $1.05K
Sina Corp
Q3 2019 Filed on Nov 14, 2019
25
N/A
Senior Hsg Pptys Tr
Q3 2019 Filed on Nov 14, 2019
29
N/A
PML
Pimco Municipal Income Fund Ii

Financial Services
Q3 2019 Filed on Nov 14, 2019
1,915
$14.88 - $16.11 $28.5K - $30.9K
RGT
Royce Global Value Trust, Inc.

Financial Services
Q3 2019 Filed on Nov 14, 2019
275
$9.62 - $10.67 $2.65K - $2.93K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q3 2019 Filed on Nov 14, 2019
128
$29.18 - $29.78 $3.74K - $3.81K
L3 Technologies Inc
Q3 2019 Filed on Nov 14, 2019
2
N/A
RVT
Royce Value Trust, Inc.

Financial Services
Q3 2019 Filed on Nov 14, 2019
2,968
$13.06 - $14.3 $38.8K - $42.4K
REET
Ishares Global Reit ETF

ETFs
Q3 2019 Filed on Nov 14, 2019
99
$26.42 - $28.09 $2.62K - $2.78K
First Data Corp New
Q2 2019 Filed on Aug 20, 2019
400
N/A
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 20, 2019
300
$109.09 - $117.73 $32.7K - $35.3K
Grubhub Inc
Q2 2019 Filed on Aug 20, 2019
9
N/A
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
Q2 2019 Filed on Aug 20, 2019
1,240
$21.41 - $22.93 $26.5K - $28.4K
Dowdupont Inc
Q2 2019 Filed on Aug 20, 2019
1,403
N/A
MDIV
First Trust Multi Asset Divers

ETFs
Q2 2019 Filed on Aug 20, 2019
1,320
$18.11 - $18.75 $23.9K - $24.8K
EBS
Emergent Bio Solutions Inc.

Healthcare
Q2 2019 Filed on Aug 20, 2019
23
$39.92 - $53.86 $918 - $1.24K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q2 2019 Filed on Aug 20, 2019
300
$119.99 - $133.64 $36K - $40.1K
PNM
Pnm Resources Inc

Utilities
Q2 2019 Filed on Aug 20, 2019
100
$44.54 - $51.83 $4.45K - $5.18K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q2 2019 Filed on Aug 20, 2019
31
N/A
IYH
Ishares Tr

ETFs
Q2 2019 Filed on Aug 20, 2019
1
$180.7 - $197.36 $181 - $197
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2019 Filed on Aug 20, 2019
74
N/A
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q2 2019 Filed on Aug 20, 2019
41
N/A
Etfis Ser Tr I
Q2 2019 Filed on Aug 20, 2019
207
N/A
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q2 2019 Filed on Aug 20, 2019
12
$14.86 - $27.59 $178 - $331
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2019 Filed on Aug 20, 2019
967
N/A
Spdr Series Trust
Q2 2019 Filed on Aug 20, 2019
13,726
N/A
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2019 Filed on Aug 20, 2019
50
$20.61 - $21.73 $1.03K - $1.09K
PSEC
Prospect Capital Corp

Financial Services
Q2 2019 Filed on Aug 20, 2019
100
$6.24 - $6.83 $624 - $683
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2019 Filed on Aug 20, 2019
9
$104.99 - $132.14 $945 - $1.19K
Dreyfus High Yield Strategie
Q2 2019 Filed on Aug 20, 2019
500
N/A
CNP
Centerpoint Energy Inc

Utilities
Q2 2019 Filed on Aug 20, 2019
22
$28.27 - $31.15 $622 - $685
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Aug 20, 2019
200
$8.12 - $15.72 $1.62K - $3.14K
Wellcare Health Plans Inc
Q2 2019 Filed on Aug 20, 2019
3
N/A
LNG
Cheniere Energy, Inc.

Energy
Q2 2019 Filed on Aug 20, 2019
24
$62.58 - $68.91 $1.5K - $1.65K
Cbs Corp New
Q2 2019 Filed on Aug 20, 2019
197
N/A
ZTS
Zoetis Inc.

Healthcare
Q2 2019 Filed on Aug 20, 2019
10
$97.98 - $114.28 $980 - $1.14K
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q2 2019 Filed on Aug 20, 2019
200
$4.05 - $4.26 $810 - $852
SJNK
Spdr Bloomberg Short Term High

ETFs
Q2 2019 Filed on Aug 20, 2019
152
N/A
CGEN
Compugen LTD

Healthcare
Q2 2019 Filed on Aug 20, 2019
346
$2.8 - $4.14 $969 - $1.43K
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