Independent Wealth Network Inc. Incresed Positions in Q3 2024

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
57.2K
+ 47.64%
$50.25 - $50.74 $2.87M - $2.9M
177K $8.99M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
37.8K
+ 60.13%
$47.43 - $47.88 $1.79M - $1.81M
101K $4.78M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.98K
+ 2.35%
$48.51 - $52.86 $145K - $158K
130K $6.86M
GLD
Spdr Gold Trust

ETFs
1.23K
+ 14.44%
$215.56 - $246.98 $265K - $304K
9.74K $2.37M
DFUS
Dimensional ETF Tr U S Equity

ETFs
3.98K
+ 7.36%
$56.04 - $62.2 $223K - $248K
58.1K $3.61M
USRT
Ishares Core U.S. Reit ETF

ETFs
1.37K
+ 3.4%
$53.07 - $62.66 $72.9K - $86.1K
41.7K $2.57M
SLV
I Shares Silver Trust

ETFs
8.23K
+ 10.59%
$24.33 - $29.38 $200K - $242K
85.9K $2.44M
ACWI
Ishares Msci Acwi ETF

ETFs
716
+ 1.85%
$107.24 - $119.84 $76.8K - $85.8K
39.5K $4.72M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
13.3K
+ 77.49%
$19.97 - $21.77 $266K - $290K
30.5K $658K
IAU
Ishares Gold Trust

ETFs
4.72K
+ 43.5%
$44.06 - $50.5 $208K - $238K
15.6K $773K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
614
+ 0.92%
$48.89 - $54.14 $30K - $33.2K
67.4K $3.59M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
6.66K
+ 9.46%
$27.17 - $28.74 $181K - $192K
77.1K $2.22M
META
Meta Platforms, Inc.

Communication Services
37
+ 1.22%
$453.41 - $572.44 $16.8K - $21.2K
3.08K $1.76M
WMT
Walmart Inc.

Consumer Defensive
2.21K
+ 70.64%
$66.91 - $81.4 $148K - $180K
5.35K $431K
ABBV
Abb Vie Inc.

Healthcare
787
+ 35.21%
$163.84 - $199.33 $129K - $157K
3.02K $596K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
338
+ 1.92%
$117.9 - $128.2 $39.9K - $43.3K
17.9K $2.3M
TSLA
Tesla, Inc.

Consumer Cyclical
414
+ 27.71%
$191.76 - $263.26 $79.4K - $109K
1.91K $499K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.86K
+ 19.71%
$36.06 - $37.66 $139K - $145K
23.4K $882K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.69K
+ 8.53%
$81.31 - $83.29 $137K - $141K
21.5K $1.79M
CGUS
Capital Group Core Equity ETF
3.72K
+ 22.06%
$31.19 - $34.33 $116K - $128K
20.6K $705K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
5.19K
+ 4.42%
$10.38 - $11.34 $53.8K - $58.8K
122K $1.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.16K
+ 3.88%
$54.98 - $59.51 $63.8K - $69.1K
31.1K $1.85M
CLX
Clorox CO

Consumer Defensive
308
+ 8.39%
$131.73 - $166.97 $40.6K - $51.4K
3.98K $647K
YYY
Amplify ETF Tr High Income ETF

ETFs
8.02K
+ 5.99%
$11.48 - $12.36 $92.1K - $99.1K
142K $1.75M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.18K
+ 8.75%
$42.76 - $45.16 $93.2K - $98.4K
27.1K $1.21M
SECT
Sector 10, Inc.

ETFs
1.68K
+ 8.89%
$48.64 - $53.77 $81.9K - $90.5K
20.6K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
150
+ 9.43%
$520.18 - $576.82 $78K - $86.5K
1.74K $1M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.45K
+ 11.34%
$28.1 - $29.89 $97.1K - $103K
33.9K $1.01M
JPUS
Jpmorgan Diversified Return Us

ETFs
223
+ 2.22%
$108.5 - $119.68 $24.2K - $26.7K
10.3K $1.23M
ITA
Ishares Tr

ETFs
146
+ 2.39%
$131.58 - $149.64 $19.2K - $21.8K
6.25K $934K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
59
+ 0.85%
$151.63 - $169.74 $8.95K - $10K
6.96K $1.18M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.24K
+ 2.12%
$17.35 - $18.22 $38.8K - $40.8K
108K $1.95M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2K
+ 13.37%
$32.65 - $36.69 $65.3K - $73.4K
17K $617K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
875
+ 5.68%
$98.99 - $101.51 $86.6K - $88.8K
16.3K $1.65M
SOXX
Ishares Semiconductor ETF

ETFs
729
+ 21.75%
$199.29 - $265.49 $145K - $194K
4.08K $940K
FSK
Fs Kkr Capital Corp

Financial Services
5.28K
+ 20.9%
$18.74 - $20.43 $99K - $108K
30.6K $603K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.72K
+ 3.33%
$11.52 - $12.52 $31.4K - $34.1K
84.6K $1.04M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
654
+ 24.74%
$110.22 - $120.89 $72.1K - $79.1K
3.3K $396K
QQQ
Invesco Qqq Trust, Series 1

ETFs
76
+ 1.6%
$434.77 - $502.96 $33K - $38.2K
4.83K $2.36M
VCIT
Vanguard Intermediate Term Cor

ETFs
501
+ 5.02%
$79.29 - $84.02 $39.7K - $42.1K
10.5K $878K
V
Visa Inc.

Financial Services
47
+ 0.88%
$253.74 - $291.56 $11.9K - $13.7K
5.36K $1.47M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.45K
+ 1.57%
$9.89 - $11.43 $14.4K - $16.6K
93.6K $1.03M
EWA
Ishares Msci Australia ETF

ETFs
231
+ 0.92%
$23.21 - $27.11 $5.36K - $6.26K
25.4K $687K
FYC
First Trust Small Cap Growth A

ETFs
266
+ 4.78%
$65.44 - $74.98 $17.4K - $19.9K
5.83K $433K
CME
Cme Group Inc.

Financial Services
3
+ 0.11%
$193.43 - $220.62 $580 - $662
2.63K $580K
VEA
Vanguard Ftse Developed Market

ETFs
388
+ 3.09%
$47.6 - $53.31 $18.5K - $20.7K
13K $684K
AVGO
Broadcom Inc.

Technology
1.87K
+ 1018.48%
$136.27 - $1745.86 $255K - $3.27M
2.06K $355K
VUG
Vanguard Growth ETF

ETFs
16
+ 0.32%
$341.08 - $391.94 $5.46K - $6.27K
5.08K $1.95M
IDV
Ishares Tr

ETFs
201
+ 1.05%
$27.62 - $30.64 $5.55K - $6.16K
19.4K $585K
Activity Summary
Buys All Purchases 116 New Holdings 21 Increased Positions 95 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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