Northwest Wealth Management, LLC Closed Holding Positions

Northwest Wealth Management, LLC

  • $381 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWV
Ishares Russell 3000 ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
1,249
$210.65 - $265.31 $263K - $331K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
4,775
$44.55 - $47.22 $213K - $225K
FMB
First Tr Exchange Traded Fd Ii

ETFs
Q2 2022 Filed on Jul 26, 2022
20,060
$50.1 - $53.11 $1.01M - $1.07M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q2 2022 Filed on Jul 26, 2022
6,279
$28.6 - $35.75 $180K - $224K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
Q2 2022 Filed on Jul 26, 2022
9,030
$26.23 - $30.53 $237K - $276K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
Q2 2022 Filed on Jul 26, 2022
11,750
$19.73 - $20.09 $232K - $236K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
Q1 2022 Filed on Apr 29, 2022
3,952
$59.48 - $59.8 $235K - $236K
Wisdomtree Tr
Q1 2022 Filed on Apr 29, 2022
17,594
N/A
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2022 Filed on Apr 29, 2022
6,480
$36.82 - $39.84 $239K - $258K
AMD
Advanced Micro Devices Inc

Technology
Q4 2021 Filed on Jan 24, 2022
100,000
$100.34 - $161.91 $10M - $16.2M
SWK
Stanley Black & Decker, Inc.

Industrials
Q3 2021 Filed on Oct 20, 2021
1,000
$175.31 - $209.43 $175K - $209K
IWS
Ishares Russell Midcap Value E

ETFs
Q3 2021 Filed on Oct 20, 2021
2,831
$110.67 - $119.04 $313K - $337K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q3 2021 Filed on Oct 20, 2021
3,274
$109.39 - $119.47 $358K - $391K
ABT
Abbott Laboratories

Healthcare
Q3 2021 Filed on Oct 20, 2021
2,482
$116.66 - $129.06 $290K - $320K
NFLX
Netflix Inc

Communication Services
Q4 2020 Filed on Jan 28, 2021
400
$470.5 - $554.09 $188K - $222K
Kempharm Inc
Q2 2020 Filed on Jul 13, 2020
21,070
N/A
FTCS
First Trust Capital Strength E

ETFs
Q1 2020 Filed on Apr 29, 2020
5,627
$43.11 - $63.33 $243K - $356K
FXH
First Tr Exchange Trd Fd Healt

ETFs
Q1 2020 Filed on Apr 29, 2020
11,786
$62.13 - $89.54 $732K - $1.06M
FDL
First Tr Morningstar Dividend

ETFs
Q1 2020 Filed on Apr 29, 2020
24,586
$19.15 - $32.68 $471K - $803K
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2020 Filed on Apr 29, 2020
9,006
$15.54 - $27.83 $140K - $251K
REET
Ishares Global Reit ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
9,399
$15.98 - $28.84 $150K - $271K
RODM
Hartford Multifactor Developed

ETFs
Q1 2020 Filed on Apr 29, 2020
12,000
$19.02 - $29.71 $228K - $357K
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2020 Filed on Apr 29, 2020
29,426
$23.88 - $36.88 $703K - $1.09M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2020 Filed on Apr 29, 2020
2,902
$70.74 - $99.38 $205K - $288K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q1 2020 Filed on Apr 29, 2020
7,782
$26.14 - $39.79 $203K - $310K
TDIV
First Trust Nasdaq Technology

ETFs
Q1 2020 Filed on Apr 29, 2020
9,940
$31.64 - $46.25 $315K - $460K
FNX
First Tr Mid Cap Core Alphadex

ETFs
Q4 2019 Filed on Jan 14, 2020
4,600
$65.08 - $72.75 $299K - $335K
FYX
First Tr Small Cap Core Alphad

ETFs
Q4 2019 Filed on Jan 14, 2020
11,896
$57.71 - $65.03 $687K - $774K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q4 2019 Filed on Jan 14, 2020
2,587
$85.23 - $100.7 $220K - $261K
First Tr Excnge Trd Alphadex
Q4 2019 Filed on Jan 14, 2020
5,747
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q4 2019 Filed on Jan 14, 2020
7,073
$25.15 - $28.52 $178K - $202K
Wells Fargo CO New
Q4 2019 Filed on Jan 14, 2020
138
N/A
CAT
Caterpillar Inc

Industrials
Q4 2019 Filed on Jan 14, 2020
2,086
$117.97 - $148.5 $246K - $310K
WPC
W. P. Carey Inc.

Real Estate
Q4 2019 Filed on Jan 14, 2020
3,238
$76.67 - $93.45 $248K - $303K
FIW
First Trust Water ETF

ETFs
Q4 2019 Filed on Jan 14, 2020
4,836
$53.79 - $60.06 $260K - $290K
HISF
First Tr Exc Traded Fd Iv High

ETFs
Q4 2019 Filed on Jan 14, 2020
10,049
$50.22 - $52.72 $505K - $530K
FTLS
First Tr Long/Short Equity ETF

ETFs
Q4 2019 Filed on Jan 14, 2020
18,693
$40.38 - $42.95 $755K - $803K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2019 Filed on Oct 28, 2019
6,720
$29.51 - $30.36 $198K - $204K
IWC
Russell Micro Cap ETF

ETFs
Q3 2019 Filed on Oct 28, 2019
2,224
$84.33 - $93.69 $188K - $208K
NSC
Norfolk Southern Corp

Industrials
Q3 2019 Filed on Oct 28, 2019
1,101
$169.28 - $206.46 $186K - $227K
Caesars Entmt Corp
Q2 2019 Filed on Jul 23, 2019
2,441
N/A
EMR
Emerson Electric CO

Industrials
Q2 2019 Filed on Jul 23, 2019
114
$60.24 - $73.16 $6.87K - $8.34K
IRM
Iron Mountain Inc

Real Estate
Q2 2019 Filed on Jul 23, 2019
185
$30.46 - $36.57 $5.64K - $6.77K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q2 2019 Filed on Jul 23, 2019
100
$8.12 - $15.72 $812 - $1.57K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2019 Filed on Jul 23, 2019
100
$30.12 - $36.63 $3.01K - $3.66K
GPMT
Granite Point Mortgage Trust Inc.

Real Estate
Q2 2019 Filed on Jul 23, 2019
28
$18.59 - $19.33 $521 - $541
SNAP
Snap Inc

Communication Services
Q2 2019 Filed on Jul 23, 2019
270
$10.11 - $14.86 $2.73K - $4.01K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q2 2019 Filed on Jul 23, 2019
43
$58.97 - $74.36 $2.54K - $3.2K
QRVO
Qorvo, Inc.

Technology
Q2 2019 Filed on Jul 23, 2019
478
$60.2 - $78.31 $28.8K - $37.4K
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