J.W. Cole Advisors, Inc. Purchases in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ET
Energy Transfer LP

Energy
4.82K
+ 5.74%
$16.05 - $19.86 $77.3K - $95.6K
88.6K $1.74M
AINV
Apollo Investment Corp

Financial Services
34.9K
+ 74.39%
N/A
81.8K $909K
IBHG
Ishares Tr Ibonds 2027 Term Hi
17.4K
New
$22.11 - $22.54 $385K - $392K
17.4K $387K
DUK
Duke Energy Corp

Utilities
5.75K
+ 18.46%
$105.76 - $120.76 $608K - $694K
36.9K $3.97M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.86K
+ 20.55%
$160.89 - $176.18 $460K - $503K
16.8K $2.71M
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
28.3K
+ 57.42%
$14.82 - $15.89 $419K - $450K
77.6K $1.15M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
40.4K
+ 77.72%
$7.8 - $9.54 $315K - $386K
92.5K $805K
KMI
Kinder Morgan, Inc.

Energy
9.09K
+ 38.68%
$22.59 - $28.54 $205K - $259K
32.6K $893K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.45K
+ 11.17%
$119.61 - $136.3 $293K - $334K
24.4K $3.02M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.76K
+ 4.41%
$50.37 - $50.6 $441K - $443K
207K $10.4M
OEF
Ishares S&P 100 ETF

ETFs
1.36K
+ 5.96%
N/A
24.2K $6.43M
VIG
Vanguard Dividend Appreciation

ETFs
1.95K
+ 1.77%
N/A
112K $20.4M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
5.85K
New
$60.51 - $65.57 $354K - $383K
5.85K $355K
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.14K
+ 12.32%
$113.79 - $124.5 $358K - $391K
28.6K $3.29M
XYLD
Global X Fds S&P 500 Covered C

ETFs
7K
+ 4.82%
$40.86 - $43.42 $286K - $304K
152K $6.38M
PFN
Pimco Income Strategy Fund Ii

Financial Services
49.4K
+ 46.73%
$7.33 - $7.72 $362K - $381K
155K $1.15M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
9.16K
+ 56.98%
N/A
25.2K $965K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.91K
+ 33.94%
$65.31 - $74.15 $320K - $364K
19.4K $1.31M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
14.4K
+ 119.36%
$23.25 - $23.56 $334K - $339K
26.4K $615K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
86.4K
+ 49.59%
$4.62 - $5.32 $399K - $460K
261K $1.24M
KKR
Kkr & Co. Inc.

Financial Services
209
+ 1.22%
$129.87 - $162.87 $27.1K - $34K
17.4K $2.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.81K
+ 10.76%
$80.13 - $83.77 $546K - $571K
70.1K $5.63M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.75K
New
$155.96 - $188.66 $273K - $330K
1.75K $326K
SKYY
First Trust Cloud Computing Et

ETFs
2.73K
New
$99.98 - $130.46 $273K - $356K
2.73K $325K
GE
General Electric CO

Industrials
3.32K
+ 30.48%
$159.95 - $194.23 $531K - $645K
14.2K $2.37M
ROUS
Hartford Multifactor Us Equity

ETFs
6.23K
New
$50.86 - $54.39 $317K - $339K
6.23K $317K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.79K
+ 11.44%
$65.67 - $69.79 $315K - $335K
46.7K $3.13M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
10.5K
New
$28.48 - $29.56 $299K - $310K
10.5K $307K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.1K
+ 26.17%
$15.9 - $17.05 $288K - $309K
87.3K $1.45M
BSJR
Invesco Indx Tr

ETFs
13.7K
+ 137.65%
$22.37 - $22.7 $306K - $311K
23.7K $530K
GEO
Geo Group Inc

Real Estate
10.9K
New
$12.83 - $29.2 $139K - $317K
10.9K $303K
AIG
American International Group, Inc.

Financial Services
4.16K
New
$70.0 - $79.22 $291K - $329K
4.16K $302K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
963
+ 16.09%
$278.19 - $315.36 $268K - $304K
6.95K $2M
SGOL
Abrdn Gold ETF Trust

ETFs
12K
New
$24.46 - $26.62 $292K - $318K
12K $299K
PSLV
Sprott Physical Silver Trust

Financial Services
32.7K
+ 145.02%
$9.65 - $11.76 $316K - $385K
55.2K $533K
DDOG
Datadog, Inc.

Technology
2.06K
New
$113.98 - $168.65 $235K - $347K
2.06K $294K
LNG
Cheniere Energy, Inc.

Energy
794
+ 22.91%
$181.07 - $225.92 $144K - $179K
4.26K $915K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
43.7K
+ 43.35%
$8.2 - $9.12 $358K - $398K
144K $1.2M
C
Citigroup Inc

Financial Services
3.09K
+ 32.46%
$61.31 - $72.5 $189K - $224K
12.6K $886K
UAL
United Airlines Holdings, Inc.

Industrials
2.99K
New
$55.62 - $102.44 $166K - $307K
2.99K $290K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
509
+ 10.14%
$563.99 - $620.12 $287K - $316K
5.53K $3.15M
ISRG
Intuitive Surgical Inc

Healthcare
357
+ 10.65%
$471.27 - $550.62 $168K - $197K
3.71K $1.94M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
24.8K
+ 27.36%
$13.12 - $14.37 $325K - $356K
115K $1.57M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
47.5K
+ 30.07%
$6.37 - $7.15 $302K - $339K
205K $1.36M
BRSP
Bright Spire Capital, Inc.

Real Estate
49.8K
+ 46.13%
$5.25 - $6.43 $262K - $320K
158K $890K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
195
+ 1.91%
$340.59 - $380.5 $66.4K - $74.2K
10.4K $3.81M
CFLT
Confluent, Inc.

Technology
10.1K
New
$18.9 - $33.66 $190K - $338K
10.1K $280K
IWN
Ishares Russell2000 Val ETF

ETFs
1.78K
+ 36.24%
$162.69 - $181.35 $290K - $324K
6.71K $1.1M
PGZ
Principal Real Estate Income Fund

Financial Services
33.6K
+ 81.28%
$9.74 - $11.19 $327K - $376K
75K $740K
Activity Summary
Buys All Purchases 603 New Holdings 79 Increased Positions 524 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 0
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