National Wealth Management Group, LLC Closed Holding Positions

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
HYLS
First Tr Tactical High Yield L

ETFs
Q2 2022 Filed on Nov 17, 2023
5,054
$39.11 - $45.8 $198K - $231K
FCTR
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on Nov 17, 2023
8,264
$29.7 - $35.0 $245K - $289K
FITB
Fifth Third Bancorp

Financial Services
Q2 2022 Filed on Nov 17, 2023
6,769
$33.25 - $41.8 $225K - $283K
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Nov 17, 2023
2,065
$93.29 - $138.58 $193K - $286K
T
At&T Inc.

Communication Services
Q1 2022 Filed on Nov 17, 2023
8,704
$17.29 - $20.63 $150K - $180K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Nov 17, 2023
7,658
$22.98 - $41.0 $176K - $314K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on Nov 17, 2023
5,840
$57.22 - $78.74 $334K - $460K
QCON
American Centy ETF Tr Quality
Q1 2022 Filed on Nov 17, 2023
21,701
$43.5 - $48.67 $944K - $1.06M
IEFA
Ishares Tr

ETFs
Q2 2022 Filed on Nov 17, 2023
3,857
$57.91 - $70.46 $223K - $272K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q2 2022 Filed on Nov 17, 2023
4,789
$130.25 - $170.4 $624K - $816K
IWN
Ishares Russell2000 Val ETF

ETFs
Q1 2022 Filed on Nov 17, 2023
1,221
$151.25 - $169.21 $185K - $207K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Nov 17, 2023
1,916
$167.39 - $206.64 $321K - $396K
TAC
Transalta Corp

Utilities
Q1 2022 Filed on Nov 17, 2023
15,993
$9.6 - $11.73 $154K - $188K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Nov 17, 2023
7,330
$76.98 - $89.74 $564K - $658K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Nov 17, 2023
1,647
$101.7 - $144.56 $167K - $238K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2022 Filed on Nov 17, 2023
5,211
$124.76 - $146.81 $650K - $765K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on Nov 17, 2023
1,980
$95.6 - $107.05 $189K - $212K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Nov 17, 2023
20,123
$30.84 - $38.22 $621K - $769K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on Nov 17, 2023
1,846
$86.35 - $116.02 $159K - $214K
IPO
Renaissance Cap Greenwich Fds

ETFs
Q1 2022 Filed on Nov 17, 2023
8,070
$36.01 - $57.1 $291K - $461K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2022 Filed on Nov 17, 2023
5,096
$102.77 - $112.14 $524K - $571K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Nov 17, 2023
5,272
$171.61 - $208.74 $905K - $1.1M
JXN
Jackson Financial Inc.

Financial Services
Q2 2022 Filed on Nov 17, 2023
32,727
$26.75 - $45.33 $875K - $1.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Nov 17, 2023
2,174
$113.44 - $123.09 $247K - $268K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on Nov 17, 2023
5,946
$106.08 - $113.93 $631K - $677K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Nov 17, 2023
10,576
$37.64 - $48.83 $398K - $516K
IYR
Ishares Tr

ETFs
Q1 2022 Filed on Nov 17, 2023
2,121
$99.21 - $115.26 $210K - $244K
MMM
3 M CO

Industrials
Q2 2022 Filed on Nov 17, 2023
2,817
$129.41 - $154.23 $365K - $434K
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