Spectrum Wealth Advisory Group, LLC Closed Holding Positions

Spectrum Wealth Advisory Group, LLC

  • $178 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Jul 29, 2022
940
$136.59 - $243.0 $128K - $228K
CSCO
Cisco Systems, Inc.

Technology
Q1 2022 Filed on Apr 22, 2022
3,490
$53.18 - $63.16 $186K - $220K
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on Apr 22, 2022
4,567
$38.34 - $49.38 $175K - $226K
PFE
Pfizer Inc

Healthcare
Q1 2022 Filed on Apr 22, 2022
3,496
$45.75 - $56.69 $160K - $198K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
21,679
$73.76 - $100.53 $1.6M - $2.18M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 15, 2021
12,805
$15.58 - $16.32 $200K - $209K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Oct 15, 2021
30,527
$15.55 - $16.13 $475K - $492K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 27, 2021
6,398
$71.8 - $99.25 $459K - $635K
GTO
Invesco Actively Managed ETF T

ETFs
Q1 2021 Filed on Apr 19, 2021
31,682
$55.85 - $57.7 $1.77M - $1.83M
BAND
Bandwidth Inc.

Technology
Q4 2020 Filed on Jan 19, 2021
1,212
$141.65 - $193.08 $172K - $234K
F
Ford Motor CO

Consumer Cyclical
Q4 2020 Filed on Jan 19, 2021
14,480
$6.75 - $9.45 $97.7K - $137K
FTC
First Tr Lge Cap Growth

ETFs
Q4 2020 Filed on Jan 19, 2021
2,526
$82.44 - $98.61 $208K - $249K
FCAL
First Tr Iii Calif Mun High In

ETFs
Q4 2020 Filed on Jan 19, 2021
8,206
$52.65 - $54.26 $432K - $445K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q4 2020 Filed on Jan 19, 2021
1,160
$187.77 - $230.69 $218K - $268K
RODM
Hartford Multifactor Developed

ETFs
Q3 2020 Filed on Oct 23, 2020
14,189
$24.62 - $26.61 $349K - $378K
ITA
Ishares Tr

ETFs
Q2 2020 Filed on Jul 15, 2020
7,630
$67.92 - $96.92 $518K - $739K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q2 2020 Filed on Jul 15, 2020
14,818
$37.01 - $56.66 $548K - $840K
BA
Boeing CO

Industrials
Q1 2020 Filed on Apr 21, 2020
855
$95.01 - $347.45 $81.2K - $297K
INTU
Intuit Inc

Technology
Q1 2020 Filed on Apr 21, 2020
1,231
$194.72 - $305.61 $240K - $376K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q3 2019 Filed on Nov 08, 2019
18,717
$19.37 - $19.84 $363K - $371K
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q3 2019 Filed on Nov 08, 2019
9,906
$45.91 - $46.65 $455K - $462K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q3 2019 Filed on Nov 08, 2019
6,609
$57.74 - $59.12 $382K - $391K
PRF
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Nov 08, 2019
1,975
$111.23 - $119.73 $220K - $236K
IVAL
Ea Ser Tr Alpha Architect Intl

ETFs
Q3 2019 Filed on Nov 08, 2019
14,277
$24.44 - $27.56 $349K - $393K
Ishares Tr
Q2 2019 Filed on Aug 07, 2019
7,901
N/A
CMF
Ishares California Muni Bond E

ETFs
Q2 2019 Filed on Aug 07, 2019
6,433
$59.26 - $60.67 $381K - $390K
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