Strategic Wealth Advisors Group, LLC Purchases in Q3 2022

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022
Stock Shares change Price Range Shares Held Trade History
INDS
Pacer Fds Tr Benchmark Indl

ETFs
1K
+ 10.02%
$34.73 - $46.17 $34.8K - $46.3K
11K $389K
PHYS
Sprott Physical Gold Trust

Financial Services
154
+ 0.64%
$12.52 - $14.17 $1.93K - $2.18K
24.1K $309K
BST
Black Rock Science & Technology Trust

Financial Services
555
+ 5.39%
$29.38 - $38.73 $16.3K - $21.5K
10.8K $319K
PDI
Pimco Dynamic Income Fund

Financial Services
45
+ 0.26%
$18.85 - $22.28 $848 - $1K
17.6K $342K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.93K
+ 3.6%
$74.2 - $88.16 $143K - $170K
55.6K $4.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
8
+ 0.05%
$41.99 - $50.63 $336 - $405
14.9K $625K
EDOW
First Tr Exchange Traded Fd

ETFs
169
+ 1.25%
$24.82 - $30.02 $4.19K - $5.07K
13.7K $340K
GII
Spdr S&P Global Infrasture ETF

ETFs
1.18K
+ 6.73%
$47.78 - $57.02 $56.3K - $67.2K
18.7K $893K
EXPI
Exp World Holdings, Inc.

Real Estate
8.44K
+ 14.0%
$10.82 - $18.2 $91.3K - $154K
68.7K $770K
DUSA
Davis Fundamental ETF Tr

ETFs
488
+ 2.29%
$25.21 - $30.15 $12.3K - $14.7K
21.8K $549K
XLU
Utilities Sector Spdr

ETFs
7.03K
+ 6.37%
$65.51 - $78.12 $461K - $549K
118K $7.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
4.09K
+ 3.35%
$55.81 - $69.25 $228K - $283K
126K $7.05M
PWZ
Invesco California Amt Free Mu

ETFs
9.72K
+ 5.44%
$23.11 - $25.32 $225K - $246K
188K $4.37M
USA
Liberty All Star Equity Fund

Financial Services
1.22K
+ 2.35%
$5.52 - $7.01 $6.75K - $8.57K
53.3K $295K
UPST
Upstart Holdings, Inc.

Financial Services
5.4K
+ 43.23%
$20.79 - $36.28 $112K - $196K
17.9K $372K
ROUS
Hartford Multifactor Us Equity

ETFs
1.22K
+ 4.09%
$35.32 - $41.6 $43.1K - $50.8K
31.1K $1.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
747
+ 5.18%
$55.75 - $67.2 $41.6K - $50.2K
15.2K $852K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
117
+ 1.07%
$34.94 - $41.21 $4.09K - $4.82K
11.1K $396K
CL
Colgate Palmolive CO

Consumer Defensive
943
+ 7.7%
$70.25 - $82.95 $66.2K - $78.2K
13.2K $927K
ORCC
Owl Rock Capital Corp

Financial Services
4.76K
+ 10.58%
$10.34 - $13.77 $49.2K - $65.5K
49.7K $516K
AVUV
American Centy ETF Tr Avantis

ETFs
3.03K
+ 3.58%
$65.42 - $79.96 $198K - $242K
87.6K $5.8M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
2.43K
+ 6.34%
$37.7 - $44.9 $91.8K - $109K
40.8K $1.54M
DGRO
Ishares Core Dividend Growth E

ETFs
1.15K
+ 3.93%
$44.47 - $52.73 $51.1K - $60.6K
30.4K $1.35M
DRIV
Global X Fds Global X Autonomo

ETFs
11.8K
+ 7.57%
$20.12 - $26.11 $238K - $308K
168K $3.38M
MGV
Vanguard Mega Cap Value

ETFs
146
+ 1.2%
$89.91 - $103.89 $13.1K - $15.2K
12.3K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
66
+ 0.59%
$501.24 - $549.95 $33.1K - $36.3K
11.3K $5.69M
IWL
Ishares Tr Russell 200 ETF

ETFs
296
+ 2.49%
$84.9 - $102.29 $25.1K - $30.3K
12.2K $1.03M
IFV
First Trust Dorsey Wright Inte

ETFs
271
+ 0.56%
$16.01 - $18.84 $4.34K - $5.11K
48.7K $784K
EMR
Emerson Electric CO

Industrials
893
+ 4.41%
$73.06 - $90.39 $65.2K - $80.7K
21.1K $1.55M
HPQ
Hp Inc

Technology
1.81K
+ 10.22%
$24.92 - $35.23 $45.1K - $63.8K
19.5K $487K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 2.87%
$34.6 - $42.43 $50.6K - $62K
52.5K $1.82M
O
Realty Income Corp

Real Estate
3.22K
+ 12.2%
$57.95 - $74.75 $187K - $241K
29.6K $1.72M
SRC
Spirit Realty Capital, Inc.

Real Estate
242
+ 0.93%
$24.95 - $44.34 $6.04K - $10.7K
26.3K $952K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
680
+ 1.99%
$35.04 - $41.49 $23.8K - $28.2K
34.9K $1.22M
EBAY
Ebay Inc

Consumer Cyclical
345
+ 2.2%
$36.81 - $50.48 $12.7K - $17.4K
16K $591K
WPC
W. P. Carey Inc.

Real Estate
3K
+ 12.0%
$68.77 - $89.3 $206K - $268K
28K $1.95M
OMFL
Invesco Exchange Traded Self I

ETFs
12.2K
+ 5.6%
$39.06 - $45.11 $477K - $551K
230K $8.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.48K
+ 4.81%
$28.01 - $33.61 $69.5K - $83.5K
54.1K $1.52M
AFRM
Affirm Holdings, Inc.

Technology
1.2K
+ 4.43%
$17.19 - $39.91 $20.6K - $47.9K
28.3K $530K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
2.43K
+ 2.64%
$10.7 - $12.94 $26K - $31.5K
94.5K $1.02M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.45K
+ 7.09%
$25.67 - $30.93 $166K - $199K
97.4K $2.51M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
6.96K
+ 2.97%
$22.58 - $24.36 $157K - $169K
241K $5.49M
DOCU
Docusign, Inc.

Technology
555
+ 5.11%
$51.67 - $75.85 $28.7K - $42.1K
11.4K $610K
XLI
Industrial Sector Spdr

ETFs
3.18K
+ 4.42%
$82.84 - $100.53 $264K - $320K
75.3K $6.24M
VTV
Vanguard Value ETF

ETFs
8.77K
+ 6.71%
$123.48 - $143.43 $1.08M - $1.26M
140K $17.2M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.41K
+ 4.65%
$38.48 - $46.53 $92.5K - $112K
54.1K $2.08M
IXN
Ishares Global Information Tec

ETFs
465
+ 1.09%
$42.18 - $53.88 $19.6K - $25.1K
43.1K $1.82M
USB
Us Bancorp \De\

Financial Services
125
+ 0.56%
$18.43 - $48.21 $2.3K - $6.03K
22.4K $903K
TDOC
Teladoc Health, Inc.

Healthcare
821
+ 7.95%
$25.35 - $43.66 $20.8K - $35.8K
11.2K $283K
Activity Summary
Buys All Purchases 301 New Holdings 57 Increased Positions 244 Sells All Sells 241 Reductions 241 Sold out 0 Options Calls 0 Puts 0
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