Pensionmark Financial Group, LLC Purchases in Q4 2024

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
685
+ 9.76%
$56.7 - $62.15 $38.8K - $42.6K
7.71K $449K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.12K
+ 22.54%
$41.74 - $49.17 $46.7K - $55K
6.08K $261K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.26K
+ 17.03%
$50.14 - $52.56 $63.2K - $66.2K
8.66K $435K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
35
+ 0.39%
$63.19 - $73.31 $2.21K - $2.57K
9.1K $624K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.44K
+ 5.76%
$33.7 - $37.69 $48.7K - $54.4K
26.5K $910K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.82K
+ 4.37%
$28.6 - $29.27 $109K - $112K
91.2K $2.61M
AX
Axos Financial, Inc.

Financial Services
300
+ 8.52%
$59.93 - $86.6 $18K - $26K
3.82K $266K
BANC
Banc Of California, Inc.

Financial Services
2K
+ 11.06%
$13.66 - $17.77 $27.3K - $35.5K
20.1K $310K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.65K
+ 5.66%
$35.45 - $40.33 $58.6K - $66.7K
30.9K $1.11M
RGA
Reinsurance Group Of America Inc

Financial Services
251
+ 10.04%
$201.26 - $231.95 $50.5K - $58.2K
2.75K $587K
VVR
Invesco Senior Income Trust

Financial Services
10.3K
+ 100.0%
$3.83 - $4.07 $39.6K - $42.1K
20.7K $81K
IWC
Russell Micro Cap ETF

ETFs
197
+ 11.05%
$120.3 - $138.84 $23.7K - $27.4K
1.98K $258K
PNR
Pentair PLC

Industrials
293
+ 9.49%
$95.0 - $109.21 $27.8K - $32K
3.38K $340K
DGX
Quest Diagnostics Inc

Healthcare
270
+ 12.24%
N/A
2.48K $339K
JHG
Janus Henderson Group PLC

Financial Services
167
+ 2.51%
$37.65 - $45.66 $6.29K - $7.63K
6.82K $290K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
52
+ 5.9%
$340.59 - $380.5 $17.7K - $19.8K
934 $341K
DHI
Horton D R Inc

Consumer Cyclical
1.33K
+ 45.21%
$137.24 - $194.56 $182K - $258K
4.26K $595K
DTE
Dte Energy CO

Utilities
432
+ 20.65%
$117.04 - $129.77 $50.6K - $56.1K
2.52K $304K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.63K
+ 15.13%
$24.55 - $25.16 $40K - $41K
12.4K $305K
FPX
First Trust Us Equity Opportun

ETFs
100
+ 4.27%
$109.38 - $131.9 $10.9K - $13.2K
2.44K $291K
SHV
Ishares Tr

ETFs
353
+ 3.29%
$109.92 - $110.57 $38.8K - $39K
11.1K $1.22M
DSL
Double Line Income Solutions Fund

Financial Services
4.21K
+ 8.69%
$12.32 - $13.0 $51.9K - $54.8K
52.7K $661K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.01K
+ 4.14%
$80.87 - $87.69 $82K - $88.9K
25.5K $2.07M
FNB
Fnb Corp

Financial Services
667
+ 2.32%
$13.56 - $17.29 $9.04K - $11.5K
29.4K $434K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
998
+ 5.79%
$209.89 - $233.24 $209K - $233K
18.2K $3.87M
VDC
Vanguard Consumer Staples ETF

ETFs
171
+ 16.16%
$210.96 - $223.62 $36.1K - $38.2K
1.23K $259K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
327
+ 1.56%
$75.22 - $82.17 $24.6K - $26.9K
21.3K $1.62M
TROW
Price T Rowe Group Inc

Financial Services
146
+ 5.82%
$106.48 - $124.69 $15.5K - $18.2K
2.65K $300K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
21
+ 2.07%
$193.7 - $235.05 $4.07K - $4.94K
1.03K $236K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
135
+ 3.63%
$58.39 - $67.04 $7.88K - $9.05K
3.85K $244K
RF
Regions Financial Corp

Financial Services
912
+ 5.76%
$22.45 - $27.47 $20.5K - $25.1K
16.7K $393K
TXT
Textron Inc

Industrials
1.01K
+ 22.96%
$75.82 - $90.32 $76.3K - $90.9K
5.39K $412K
IYF
Ishares Tr

ETFs
15
+ 0.45%
$102.7 - $119.05 $1.54K - $1.79K
3.37K $372K
NRG
Nrg Energy, Inc.

Utilities
273
+ 9.8%
$85.3 - $101.61 $23.3K - $27.7K
3.06K $276K
ARCC
Ares Capital Corp

Financial Services
488
+ 4.06%
$20.74 - $22.27 $10.1K - $10.9K
12.5K $274K
CTM
Castellum, Inc.
11K
New
$0.14 - $2.58 $1.54K - $28.4K
11K $22K
VT
Vanguard Total World Stk Index

ETFs
266
+ 6.87%
$117.09 - $123.07 $31.1K - $32.7K
4.14K $485K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
161
+ 9.13%
$128.97 - $141.41 $20.8K - $22.8K
1.92K $251K
POCT
Innovator U.S. Equity Power Bu

ETFs
413
+ 6.1%
$38.63 - $40.03 $16K - $16.5K
7.18K $284K
SGOL
Abrdn Gold ETF Trust

ETFs
1.09K
+ 1.29%
$24.46 - $26.62 $26.5K - $28.9K
84.9K $2.13M
QVAL
Ea Ser Tr Alpha Architect U S

ETFs
659
+ 10.01%
$44.25 - $47.77 $29.2K - $31.5K
7.24K $323K
ABEV
Ambev S.A.

Consumer Defensive
10.1K
New
$1.85 - $2.56 $18.6K - $25.8K
10.1K $18K
EXR
Extra Space Storage Inc.

Real Estate
364
+ 30.43%
$142.35 - $178.32 $51.8K - $64.9K
1.56K $233K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
444
+ 7.75%
$48.33 - $49.08 $21.5K - $21.8K
6.17K $298K
ROMO
Strategy Shs Newfound/Resolve

ETFs
360
+ 2.76%
$31.04 - $32.88 $11.2K - $11.8K
13.4K $423K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
777
+ 6.12%
$24.61 - $25.12 $19.1K - $19.5K
13.5K $332K
LLY
Eli Lilly & CO

Healthcare
2.15K
+ 14.87%
$727.2 - $932.06 $1.56M - $2M
16.6K $12.8M
AIQ
Global X Funds Global X Artifi

ETFs
25
+ 0.35%
$36.57 - $40.57 $914 - $1.01K
7.19K $277K
OEF
Ishares S&P 100 ETF

ETFs
37
+ 2.69%
N/A
1.41K $375K
Activity Summary
Buys All Purchases 780 New Holdings 159 Increased Positions 621 Sells All Sells 179 Reductions 179 Sold out 0 Options Calls 1 Puts 1
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