Mbl Wealth, LLC Purchases in Q2 2024

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
448K
New
$45.08 - $46.44 $20.2M - $20.8M
448K $20.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
135K
New
$50.49 - $50.93 $6.8M - $6.86M
135K $6.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.82K
+ 2.49%
$495.16 - $548.49 $2.39M - $2.64M
198K $108M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
264K
New
$21.83 - $22.09 $5.76M - $5.83M
264K $5.83M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
86.2K
+ 77.22%
$50.84 - $55.56 $4.38M - $4.79M
198K $11M
JBBB
Janus Detroit Str Tr Henderson

ETFs
81.5K
New
$48.66 - $49.26 $3.96M - $4.01M
81.5K $4.01M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
70.4K
+ 73.1%
$54.04 - $58.09 $3.81M - $4.09M
167K $9.09M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
81.5K
+ 1109.54%
$37.9 - $40.65 $3.09M - $3.31M
88.9K $3.61M
PMAR
Innovator U.S. Equity Power Bu

ETFs
64.1K
+ 327.21%
$35.78 - $37.99 $2.29M - $2.44M
83.7K $3.17M
NVDA
Nvidia Corp

Technology
62.5K
+ 925.26%
$118.11 - $1224.4 $7.38M - $76.5M
69.3K $8.56M
GLDM
World Gold Trust

ETFs
6.83K
+ 1.2%
$44.52 - $48.11 $304K - $328K
574K $26.5M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
40.7K
New
$33.16 - $36.03 $1.35M - $1.47M
40.7K $1.4M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
15.7K
New
$67.89 - $89.5 $1.07M - $1.41M
15.7K $1.39M
VNQ
Vanguard Specialized Funds Van

ETFs
15.6K
+ 51.67%
$78.61 - $85.97 $1.23M - $1.34M
45.9K $3.84M
MLPA
Global X Mlp ETF

ETFs
21.1K
+ 24.75%
$46.2 - $48.98 $975K - $1.03M
106K $5.16M
GBIL
Goldman Sachs Access Treasury

ETFs
10.6K
+ 13.44%
$99.66 - $100.12 $1.05M - $1.06M
89.1K $8.92M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
28.9K
+ 3.69%
$37.5 - $39.27 $1.08M - $1.13M
812K $31.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
20.7K
+ 5.17%
$51.55 - $52.29 $1.07M - $1.08M
421K $21.9M
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
27.1K
New
$31.69 - $33.71 $859K - $914K
27.1K $912K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
6.53K
+ 2.47%
$45.19 - $49.99 $295K - $327K
271K $13.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.66K
+ 4.1%
$113.43 - $115.88 $869K - $888K
195K $22.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
21.6K
+ 16.4%
$38.37 - $39.99 $828K - $863K
153K $6.08M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17K
+ 2.57%
$46.84 - $47.46 $796K - $806K
678K $32.1M
GOOGL
Alphabet Inc.

Communication Services
100
+ 0.42%
$150.53 - $185.41 $15.1K - $18.5K
23.7K $4.32M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
36.8K
+ 11.85%
$17.74 - $18.14 $653K - $667K
347K $6.24M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
35K
+ 8.77%
$13.7 - $14.47 $479K - $506K
433K $6.09M
PJUL
Innovator U.S. Equity Power Bu

ETFs
11.6K
+ 11.27%
$37.29 - $38.87 $434K - $452K
115K $4.46M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 6.31%
$173.67 - $197.85 $232K - $265K
22.5K $4.35M
HON
Honeywell International Inc

Industrials
2.16K
+ 131.65%
$190.36 - $215.89 $412K - $467K
3.81K $812K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.01K
+ 34.53%
$316.15 - $367.33 $321K - $372K
3.95K $1.44M
AON
Aon PLC

Financial Services
1.46K
New
$275.82 - $329.64 $402K - $480K
1.46K $427K
UBER
Uber Technologies, Inc

Technology
5.75K
New
$63.52 - $77.16 $365K - $443K
5.75K $417K
PAPR
Innovator U.S. Equity Power Bu

ETFs
10.8K
New
$32.62 - $34.69 $352K - $374K
10.8K $373K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.49K
New
$75.81 - $80.15 $340K - $360K
4.49K $348K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
32.4K
+ 4.63%
$56.43 - $60.79 $1.83M - $1.97M
734K $42.9M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
6.44K
New
$45.72 - $48.47 $294K - $312K
6.44K $311K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.86K
+ 1.6%
$55.18 - $59.2 $103K - $110K
118K $7.01M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
2.88K
+ 2.86%
$43.09 - $46.06 $124K - $133K
104K $4.77M
TJX
Tjx Companies Inc

Consumer Cyclical
2.61K
New
$92.66 - $111.05 $242K - $290K
2.61K $287K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
5.73K
+ 8.83%
$47.4 - $48.65 $271K - $279K
70.6K $3.41M
IDEV
Ishares Core Msci Intl Develop

ETFs
9.29K
+ 4.03%
$64.09 - $68.74 $595K - $638K
240K $15.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
791
New
$272.21 - $298.72 $215K - $236K
791 $235K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
8.84K
+ 4.36%
$27.7 - $29.59 $245K - $262K
212K $6.12M
DOV
Dover Corp

Industrials
1.15K
New
$168.61 - $187.55 $193K - $215K
1.15K $206K
PFE
Pfizer Inc

Healthcare
7.36K
New
$25.26 - $29.6 $186K - $218K
7.36K $206K
LRCX
Lam Research Corp

Technology
194
New
$868.07 - $1089.58 $168K - $211K
194 $206K
LLY
Eli Lilly & CO

Healthcare
33
+ 2.43%
$724.87 - $909.04 $23.9K - $30K
1.39K $1.26M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.55K
+ 34.47%
$108.78 - $119.23 $169K - $185K
6.05K $718K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
8.74K
+ 1.27%
$47.4 - $48.0 $414K - $419K
698K $33.4M
Activity Summary
Buys All Purchases 89 New Holdings 23 Increased Positions 66 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 2
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