Institute For Wealth Management, Llc. Closed Holding Positions

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PXQ
Invesco Exchange Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
700
N/A
PBS
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
340
$21.27 - $35.83 $7.23K - $12.2K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
300
$19.69 - $45.6 $5.91K - $13.7K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
151
$25.25 - $34.35 $3.81K - $5.19K
GURU
Global X Guru Index ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
11
$23.51 - $37.55 $259 - $413
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
3,367
N/A
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
Q1 2020 Filed on Apr 29, 2020
450
$9.78 - $22.94 $4.4K - $10.3K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
5,245
$7.77 - $59.65 $40.8K - $313K
KSS
Kohls Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
5,229
$13.09 - $50.17 $68.4K - $262K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2020 Filed on Apr 29, 2020
734
$21.55 - $27.52 $15.8K - $20.2K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2020 Filed on Apr 29, 2020
4,132
$28.19 - $51.45 $116K - $213K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
112
$10.01 - $15.25 $1.12K - $1.71K
Invesco Exchng Traded Fd Tr
Q1 2020 Filed on Apr 29, 2020
65
N/A
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
Q1 2020 Filed on Apr 29, 2020
835
$28.05 - $43.64 $23.4K - $36.4K
Bank Amer Corp
Q1 2020 Filed on Apr 29, 2020
7
N/A
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on Apr 29, 2020
2,490
$33.22 - $89.84 $82.7K - $224K
American Intl Group Inc
Q1 2020 Filed on Apr 29, 2020
3,302
N/A
Sl Green Rlty Corp
Q1 2020 Filed on Apr 29, 2020
2,789
N/A
PIO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
1,200
$20.8 - $32.39 $25K - $38.9K
GUNR
Flexshares Tr Morningstar Glob

ETFs
Q1 2020 Filed on Apr 29, 2020
4,295
$19.16 - $33.67 $82.3K - $145K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q1 2020 Filed on Apr 29, 2020
14
$24.01 - $26.56 $336 - $372
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$20.75 - $31.83 $83 - $127
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2020 Filed on Apr 29, 2020
4
$37.51 - $49.05 $150 - $196
FTDS
First Trust Dividend Strength

ETFs
Q1 2020 Filed on Apr 29, 2020
400
$21.23 - $36.9 $8.49K - $14.8K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
Q1 2020 Filed on Apr 29, 2020
460
$13.9 - $25.2 $6.39K - $11.6K
SKYY
First Trust Cloud Computing Et

ETFs
Q1 2020 Filed on Apr 29, 2020
50
$46.0 - $68.66 $2.3K - $3.43K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on Apr 29, 2020
158
$20.13 - $30.3 $3.18K - $4.79K
Danaher Corporation
Q1 2020 Filed on Apr 29, 2020
1,000
N/A
SDOG
Alps Sector Dividend Dogs ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,250
$26.39 - $47.49 $33K - $59.4K
EDOG
Alps ETF Emerging Sector Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
200
$13.63 - $22.46 $2.73K - $4.49K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
Q1 2020 Filed on Apr 29, 2020
256
$15.07 - $19.34 $3.86K - $4.95K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on Apr 29, 2020
465
$37.59 - $68.32 $17.5K - $31.8K
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2020 Filed on Apr 29, 2020
12
$27.15 - $43.59 $326 - $523
SPYG
Spdr Portfolio

ETFs
Q1 2020 Filed on Apr 29, 2020
1,601
$31.23 - $45.63 $50K - $73.1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
3,380
$22.11 - $35.37 $74.7K - $120K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q1 2020 Filed on Apr 29, 2020
1,697
$52.69 - $88.05 $89.4K - $149K
ONEO
Spdr Russell 1000 Momentum Foc

ETFs
Q1 2020 Filed on Apr 29, 2020
591
$47.0 - $79.97 $27.8K - $47.3K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q1 2020 Filed on Apr 29, 2020
51
$35.95 - $59.38 $1.83K - $3.03K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
1,087
$29.7 - $55.41 $32.3K - $60.2K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
245
$35.74 - $66.24 $8.76K - $16.2K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2020 Filed on Apr 29, 2020
185
$14.31 - $29.16 $2.65K - $5.39K
Spdr Series Trust
Q1 2020 Filed on Apr 29, 2020
901
N/A
XPH
Spdr Ser Tr Spdr S&P Pharmaceu

ETFs
Q1 2020 Filed on Apr 29, 2020
741
$31.56 - $47.91 $23.4K - $35.5K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
370
$51.98 - $73.94 $19.2K - $27.4K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2020 Filed on Apr 29, 2020
2,085
$31.08 - $44.66 $64.8K - $93.1K
Ssga Active ETF Tr
Q1 2020 Filed on Apr 29, 2020
625
N/A
MLN
Vaneck Long Muni ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
23
$16.75 - $21.92 $385 - $504
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2020 Filed on Apr 29, 2020
33
$27.12 - $41.81 $895 - $1.38K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on Apr 29, 2020
5,177
$18.96 - $33.37 $98.2K - $173K
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