Valtinson Bruner Financial Planning LLC Closed Holding Positions

Valtinson Bruner Financial Planning LLC

  • $186 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wisdomtree Tr
Q2 2022 Filed on Aug 08, 2022
7,929
N/A
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
33,629
$58.13 - $77.8 $1.95M - $2.62M
BJUN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Aug 08, 2022
332,693
$29.12 - $34.51 $9.69M - $11.5M
LNT
Alliant Energy Corp

Utilities
Q2 2022 Filed on Aug 08, 2022
3,386
$54.75 - $65.16 $185K - $221K
IVV
Ishares Core S&P 500 ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
422
$418.06 - $479.84 $176K - $202K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
3,781
$72.29 - $82.89 $273K - $313K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
1,211
$191.52 - $225.32 $232K - $273K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on Apr 15, 2022
14,737
$141.39 - $175.52 $2.08M - $2.59M
ULTR
Indexiq Active ETF Tr Iq Ultra

ETFs
Q4 2021 Filed on Jan 18, 2022
4,475
$48.53 - $49.48 $217K - $221K
IJAN
Innovator Etfs Tr Intl Dev Pwr
Q4 2021 Filed on Jan 18, 2022
7,421
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2021 Filed on Oct 21, 2021
117,406
$25.22 - $26.36 $2.96M - $3.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 28, 2021
1,794
$113.78 - $115.33 $204K - $207K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2021 Filed on Jul 28, 2021
6,913
$55.66 - $61.48 $385K - $425K
IJUL
Innovator Etfs Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
12,525
$24.27 - $24.51 $304K - $307K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
Q1 2021 Filed on Apr 16, 2021
41,845
$26.28 - $26.66 $1.1M - $1.12M
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2021 Filed on Apr 16, 2021
7,264
$30.6 - $30.66 $222K - $223K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q4 2020 Filed on Jan 08, 2021
316,761
$30.56 - $32.38 $9.68M - $10.3M
RWX
Spdr Dow Jones International R

ETFs
Q3 2020 Filed on Nov 03, 2020
6,710
$29.04 - $31.19 $195K - $209K
VXF
Vanguard Extended Market ETF

ETFs
Q3 2020 Filed on Nov 03, 2020
8,297
$118.34 - $135.96 $982K - $1.13M
DAUG
First Tr ETF Viii Cboe Vest Us
Q2 2020 Filed on Aug 10, 2020
142,966
N/A
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 10, 2020
19,352
$35.36 - $48.66 $684K - $942K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2020 Filed on Aug 10, 2020
3,537
$23.59 - $35.22 $83.4K - $125K
VIG
Vanguard Dividend Appreciation

ETFs
Q2 2020 Filed on Aug 10, 2020
2,575
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 05, 2020
79,519
$18.96 - $33.37 $1.51M - $2.65M
DVY
Ishares Tr

ETFs
Q1 2020 Filed on May 05, 2020
2,010
$62.67 - $107.3 $126K - $216K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on May 05, 2020
8,294
$18.68 - $28.22 $155K - $234K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q1 2020 Filed on May 05, 2020
6,758
$23.14 - $36.82 $156K - $249K
World Gold Tr
Q4 2019 Filed on Jan 07, 2020
21,707
N/A
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q3 2019 Filed on Oct 17, 2019
53,636
$36.53 - $37.33 $1.96M - $2M
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q3 2019 Filed on Oct 17, 2019
62,468
$27.87 - $29.95 $1.74M - $1.87M
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