Paulson Wealth Management Inc. Closed Holding Positions

Paulson Wealth Management Inc.

  • $371 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Blackrock Cap Invt Corp
Q2 2022 Filed on Aug 05, 2022
25,000
N/A
TGT
Target Corp

Consumer Defensive
Q2 2022 Filed on Aug 05, 2022
1,236
$139.3 - $249.32 $172K - $308K
OKE
Oneok Inc

Energy
Q2 2022 Filed on Aug 05, 2022
3,300
$53.31 - $73.62 $176K - $243K
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
3,879
$55.59 - $60.15 $216K - $233K
REET
Ishares Global Reit ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
7,111
$23.38 - $29.81 $166K - $212K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q1 2022 Filed on May 02, 2022
28,941
$21.31 - $22.2 $617K - $642K
IBMK
Ishares Ibonds Dec 2022 Term M

ETFs
Q1 2022 Filed on May 02, 2022
7,879
$25.89 - $26.07 $204K - $205K
PWZ
Invesco California Amt Free Mu

ETFs
Q4 2021 Filed on Jan 28, 2022
8,622
$27.55 - $27.98 $238K - $241K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2021 Filed on Jan 28, 2022
4,086
$54.5 - $55.03 $223K - $225K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
Q4 2021 Filed on Jan 28, 2022
18,699
$26.81 - $26.95 $501K - $504K
BNDX
Vanguard Total International B

ETFs
Q4 2021 Filed on Jan 28, 2022
93,136
$55.11 - $57.44 $5.13M - $5.35M
Ishares Tr
Q4 2021 Filed on Jan 28, 2022
41,830
N/A
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q4 2021 Filed on Jan 28, 2022
61,009
$87.51 - $89.66 $5.34M - $5.47M
PFF
Ishares Trust Ishares Pfd And

ETFs
Q4 2021 Filed on Jan 28, 2022
140,171
$38.29 - $39.43 $5.37M - $5.53M
BEN
Franklin Resources Inc

Financial Services
Q4 2021 Filed on Jan 28, 2022
7,067
$28.89 - $37.68 $204K - $266K
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
Q4 2021 Filed on Jan 28, 2022
10,822
$5.56 - $6.39 $60.2K - $69.2K
Invesco Exch Trd Slf Idx Fd
Q3 2021 Filed on Oct 22, 2021
10,874
N/A
BIG
Big Lots Inc

Consumer Defensive
Q3 2021 Filed on Oct 22, 2021
3,314
$43.36 - $65.53 $144K - $217K
LXP
Lxp Industrial Trust

Real Estate
Q3 2021 Filed on Oct 22, 2021
10,076
$12.06 - $14.01 $122K - $141K
SKYW
Skywest Inc

Industrials
Q2 2021 Filed on Jul 26, 2021
4,167
$42.75 - $55.93 $178K - $233K
BE
Bloom Energy Corp

Industrials
Q1 2021 Filed on Apr 30, 2021
14,321
$23.4 - $42.65 $335K - $611K
Allianzgi Conv & Income Fd
Q1 2021 Filed on Apr 30, 2021
10,822
N/A
CMI
Cummins Inc

Industrials
Q4 2020 Filed on Feb 05, 2021
1,156
$207.04 - $236.55 $239K - $273K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
Q4 2020 Filed on Feb 05, 2021
4,408
$70.5 - $80.65 $311K - $356K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2020 Filed on Feb 05, 2021
6,496
$36.44 - $42.49 $237K - $276K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2020 Filed on Feb 05, 2021
101,527
$30.52 - $30.88 $3.1M - $3.14M
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2020 Filed on Feb 05, 2021
11,455
$54.96 - $61.3 $630K - $702K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q4 2020 Filed on Feb 05, 2021
3,582
$117.06 - $118.42 $419K - $424K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q4 2020 Filed on Feb 05, 2021
75,127
$44.43 - $46.75 $3.34M - $3.51M
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 05, 2021
167,011
N/A
ITW
Illinois Tool Works Inc

Industrials
Q3 2020 Filed on Oct 14, 2020
1,628
$172.44 - $201.95 $281K - $329K
Ishares Tr
Q3 2020 Filed on Oct 14, 2020
44,521
N/A
Office Depot Inc
Q3 2020 Filed on Oct 14, 2020
26,658
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2020 Filed on Jul 17, 2020
9,195
$30.66 - $30.74 $282K - $283K
GIS
General Mills Inc

Consumer Defensive
Q2 2020 Filed on Jul 17, 2020
3,516
$53.12 - $63.56 $187K - $223K
LIN
Linde PLC

Basic Materials
Q1 2020 Filed on Apr 29, 2020
1,220
$150.0 - $223.55 $183K - $273K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
Q1 2020 Filed on Apr 29, 2020
3,335
$40.89 - $77.85 $136K - $260K
HON
Honeywell International Inc

Industrials
Q1 2020 Filed on Apr 29, 2020
1,380
$103.86 - $183.23 $143K - $253K
Tech Data Corp
Q1 2020 Filed on Apr 29, 2020
1,400
N/A
LUV
Southwest Airlines CO

Industrials
Q1 2020 Filed on Apr 29, 2020
5,915
$30.86 - $58.54 $183K - $346K
XLV
Select Sector Spdr Fund Health

ETFs
Q1 2020 Filed on Apr 29, 2020
3,193
$74.62 - $104.73 $238K - $334K
WTMF
Wisdomtree Tr Managed Futures

ETFs
Q1 2020 Filed on Apr 29, 2020
14,693
$35.44 - $37.29 $521K - $548K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on Apr 29, 2020
8,659
$35.86 - $54.78 $311K - $474K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
5,798
$29.7 - $55.41 $172K - $321K
WFC
Wells Fargo & Company

Financial Services
Q1 2020 Filed on Apr 29, 2020
4,495
$25.25 - $53.75 $113K - $242K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
9,630
$22.11 - $35.37 $213K - $341K
EFV
Msci Eafe Value ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
4,280
$30.99 - $50.45 $133K - $216K
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Jan 21, 2020
160,408
N/A
Quicklogic Corp
Q4 2019 Filed on Jan 21, 2020
15,633
N/A
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