Mosley Wealth Management Purchases and Sells in Q2 2024

Mosley Wealth Management

$117 Billion
Q2 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	200K + 1699.81%	$55.45 - $57.39 $11.1M - $11.5M	212K $12B
XLSR	29.6K + 28.19%	$47.15 - $51.25 $1.39M - $1.52M	134K $6.84B
IVW	9.69K + 25.96%	$79.31 - $93.31 $768K - $904K	47K $4.35B
EFG	12K + 40.09%	$97.17 - $106.25 $1.16M - $1.27M	41.8K $4.27B
IVV	883 + 3.92%	$497.53 - $549.64 $439K - $485K	23.4K $12.8B
IEMG	10.8K + 33.65%	$50.02 - $54.95 $539K - $592K	42.8K $2.29B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	20.3K New	N/A	20.3K $1.06B
AOM	13.1K New	$41.17 - $43.25 $539K - $566K	13.1K $563M
IGEB	11.8K New	$43.4 - $44.71 $512K - $527K	11.8K $523M
SGOV	4K New	$100.29 - $100.75 $401K - $403K	4K $403M
XLC	3.67K New	$77.86 - $86.45 $286K - $318K	3.67K $315M
XLF	7.4K New	$39.59 - $42.49 $293K - $314K	7.4K $304M

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	-52K - 62.66%	$50.22 - $50.48 $2.61M - $2.62M	31K $1.56B
IUSB	-10.5K - 6.32%	$44.3 - $45.58 $466K - $480K	156K $7.05B
EFV	-6.9K - 11.62%	$52.34 - $56.41 $361K - $389K	52.5K $2.78B
C	-2.18K - 14.55%	$57.02 - $64.74 $124K - $141K	12.8K $812M
JPM	-445 - 10.93%	$180.08 - $204.79 $80.1K - $91.1K	3.63K $734M
MRK	-353 - 12.12%	$123.8 - $132.96 $43.7K - $46.9K	2.56K $317M

Activity Summary All Purchases 72 New Holdings 16 Increased Positions 56 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

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