Wealth Management Solutions, LLC Closed Holding Positions

Wealth Management Solutions, LLC

  • $145 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Aug 01, 2022
5,662
$35.93 - $42.52 $203K - $241K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2022 Filed on Aug 01, 2022
3,336
$95.76 - $97.76 $319K - $326K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q2 2022 Filed on Aug 01, 2022
4,516
$56.51 - $65.53 $255K - $296K
IAK
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
2,786
$79.16 - $92.57 $221K - $258K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 01, 2022
1,431
$134.63 - $189.39 $193K - $271K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 01, 2022
13,385
$27.4 - $29.93 $367K - $401K
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Aug 01, 2022
16,607
$37.64 - $48.83 $625K - $811K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
238
$628.16 - $1145.45 $150K - $273K
VTV
Vanguard Value ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,662
$128.01 - $150.8 $213K - $251K
VEA
Vanguard Ftse Developed Market

ETFs
Q2 2022 Filed on Aug 01, 2022
4,419
$40.38 - $48.66 $178K - $215K
BLW
Blackrock LTD Duration Income Trust

Financial Services
Q2 2022 Filed on Aug 01, 2022
11,567
$12.16 - $14.5 $141K - $168K
HACK
Etgmg Prime Cyber Security ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
4,279
$43.47 - $59.67 $186K - $255K
FSK
Fs Kkr Capital Corp

Financial Services
Q2 2022 Filed on Aug 01, 2022
21,501
$18.37 - $23.1 $395K - $497K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 01, 2022
2,830
$69.84 - $121.86 $198K - $345K
General Electric CO
Q2 2022 Filed on Aug 01, 2022
2,552
N/A
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2022 Filed on Aug 01, 2022
13,022
$26.18 - $28.37 $341K - $369K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2022 Filed on May 06, 2022
15,224
$25.61 - $30.82 $390K - $469K
PG
Procter & Gamble CO

Consumer Defensive
Q1 2022 Filed on May 06, 2022
1,280
$143.22 - $164.21 $183K - $210K
PPT
Putnam Premier Income Trust

Financial Services
Q1 2022 Filed on May 06, 2022
12,105
$3.83 - $4.39 $46.4K - $53.1K
NIO
Nio Inc.

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
10,050
$14.1 - $33.47 $142K - $336K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on May 06, 2022
3,339
$57.92 - $72.58 $193K - $242K
BOCT
Innovator U.S. Equity Buffer E

ETFs
Q1 2022 Filed on May 06, 2022
5,937
$32.09 - $34.65 $191K - $206K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q1 2022 Filed on May 06, 2022
5,884
$43.87 - $47.6 $258K - $280K
VVR
Invesco Senior Income Trust

Financial Services
Q1 2022 Filed on May 06, 2022
14,825
$4.12 - $4.5 $61.1K - $66.7K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 06, 2022
30,762
$72.45 - $85.55 $2.23M - $2.63M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q1 2022 Filed on May 06, 2022
100,288
$27.07 - $29.9 $2.71M - $3M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2022 Filed on May 06, 2022
2,251
$131.9 - $145.68 $297K - $328K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2022 Filed on May 06, 2022
4,706
$41.54 - $50.85 $195K - $239K
INDA
Ishares Msci India Index Fund

ETFs
Q1 2022 Filed on May 06, 2022
4,813
$40.18 - $48.5 $193K - $233K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q1 2022 Filed on May 06, 2022
69,344
$31.05 - $45.1 $2.15M - $3.13M
KRG
Kite Realty Group Trust

Real Estate
Q1 2022 Filed on May 06, 2022
11,099
$20.49 - $23.21 $227K - $258K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 06, 2022
835
$202.19 - $259.81 $169K - $217K
ABB
Abb LTD

Industrials
Q1 2022 Filed on May 06, 2022
7,732
$30.5 - $39.0 $236K - $302K
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