Smart Money Group LLC Closed Holding Positions

Smart Money Group LLC

  • $259 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EFG
Msci Eafe Growth ETF

ETFs
Q4 2020 Filed on Jan 27, 2021
31,729
$86.3 - $101.51 $2.74M - $3.22M
T
At&T Inc.

Communication Services
Q4 2020 Filed on Jan 27, 2021
26,800
$20.02 - $23.76 $537K - $637K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q4 2020 Filed on Jan 27, 2021
28,385
$31.41 - $33.28 $892K - $945K
VZ
Verizon Communications Inc

Communication Services
Q4 2020 Filed on Jan 27, 2021
4,818
$56.31 - $61.74 $271K - $297K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q4 2020 Filed on Jan 27, 2021
40,463
$78.88 - $92.1 $3.19M - $3.73M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q4 2020 Filed on Jan 27, 2021
5,841
$49.24 - $54.55 $288K - $319K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2020 Filed on Jan 27, 2021
7,492
$39.32 - $41.26 $295K - $309K
IYG
Ishares Tr

ETFs
Q4 2020 Filed on Jan 27, 2021
9,229
$39.45 - $50.02 $364K - $462K
WTW
Willis Towers Watson PLC

Financial Services
Q4 2020 Filed on Jan 27, 2021
17,164
$179.57 - $217.03 $3.08M - $3.73M
VGT
Vanguard Information Technolog

ETFs
Q4 2020 Filed on Jan 27, 2021
9,800
$297.99 - $355.36 $2.92M - $3.48M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q4 2020 Filed on Jan 27, 2021
99,345
$54.79 - $55.17 $5.44M - $5.48M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2020 Filed on Jan 27, 2021
86,204
$34.72 - $41.61 $2.99M - $3.59M
RODM
Hartford Multifactor Developed

ETFs
Q4 2020 Filed on Jan 27, 2021
114,196
$25.02 - $28.69 $2.86M - $3.28M
Colony Cr Real Estate Inc
Q4 2020 Filed on Jan 27, 2021
36,253
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2020 Filed on Jan 27, 2021
46,230
$36.68 - $37.18 $1.7M - $1.72M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2020 Filed on Jan 27, 2021
91,198
$33.67 - $39.76 $3.07M - $3.63M
IVE
Ishares S&P 500 Value ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
6,362
$106.77 - $118.22 $679K - $752K
Fs Kkr Capital Corp
Q3 2020 Filed on Oct 29, 2020
35,096
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Jul 29, 2020
77,502
$29.54 - $36.83 $2.29M - $2.85M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q2 2020 Filed on Jul 29, 2020
7,279
$99.0 - $101.69 $721K - $740K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
Q2 2020 Filed on Jul 29, 2020
28,054
$24.04 - $30.77 $674K - $863K
Allergan PLC
Q2 2020 Filed on Jul 29, 2020
4,221
N/A
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2020 Filed on Jul 29, 2020
63,415
$26.29 - $32.85 $1.67M - $2.08M
XLU
Utilities Sector Spdr

ETFs
Q2 2020 Filed on Jul 29, 2020
24,129
$51.79 - $62.83 $1.25M - $1.52M
PCYO
Pure Cycle Corp

Utilities
Q2 2020 Filed on Jul 29, 2020
10,045
$8.33 - $10.49 $83.7K - $105K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2020 Filed on Jul 29, 2020
16,746
$21.94 - $26.88 $367K - $450K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q2 2020 Filed on Jul 29, 2020
24,148
$43.94 - $55.78 $1.06M - $1.35M
ACWI
Ishares Msci Acwi ETF

ETFs
Q2 2020 Filed on Jul 29, 2020
85,915
$59.7 - $77.34 $5.13M - $6.64M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2020 Filed on Jul 29, 2020
16,341
$24.7 - $32.15 $404K - $525K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Jul 29, 2020
18,515
$85.62 - $110.58 $1.59M - $2.05M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2020 Filed on Jul 29, 2020
13,876
$22.29 - $32.04 $309K - $445K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q2 2020 Filed on Jul 29, 2020
17,558
$81.24 - $100.57 $1.43M - $1.77M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q2 2020 Filed on Jul 29, 2020
7,032
$61.49 - $81.56 $432K - $574K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2020 Filed on Jul 29, 2020
45,683
$35.33 - $45.65 $1.61M - $2.09M
SPMD
Spdr Portfolio

ETFs
Q1 2020 Filed on May 13, 2020
22,171
$21.39 - $37.02 $474K - $821K
LRGF
Ishares Tr

ETFs
Q1 2020 Filed on May 13, 2020
57,041
$22.9 - $35.8 $1.31M - $2.04M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
Q1 2020 Filed on May 13, 2020
29,553
$25.55 - $43.97 $755K - $1.3M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q1 2020 Filed on May 13, 2020
166,699
$9.85 - $17.7 $1.64M - $2.95M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2020 Filed on May 13, 2020
7,848
$15.92 - $28.87 $125K - $227K
DFE
Wisdomtree Tr Europe Smallcap

ETFs
Q1 2020 Filed on May 13, 2020
3,815
$35.16 - $65.92 $134K - $251K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
Q1 2020 Filed on May 13, 2020
20,789
$27.81 - $48.1 $578K - $1M
RESE
Wisdomtree Emerging Markets Es

ETFs
Q1 2020 Filed on May 13, 2020
6,679
N/A
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2020 Filed on May 13, 2020
367
$39.35 - $62.03 $14.4K - $22.8K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2020 Filed on May 13, 2020
319,017
$25.66 - $44.35 $8.19M - $14.1M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
Q1 2020 Filed on May 13, 2020
3,526
$40.89 - $77.85 $144K - $274K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q1 2020 Filed on May 13, 2020
18,171
$64.02 - $94.61 $1.16M - $1.72M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q1 2020 Filed on May 13, 2020
42,781
$25.76 - $38.65 $1.1M - $1.65M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q4 2019 Filed on Feb 18, 2020
9,766
$57.76 - $64.9 $564K - $634K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2019 Filed on Feb 18, 2020
2,260
$91.22 - $98.37 $206K - $222K
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