Wealthcare Advisory Partners LLC Sells in Q1 2025

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZS
Zscaler, Inc.

Technology
-529
- 11.83%
$181.66 - $216.87 $96.1K - $115K
3.94K $781K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-1.96K
- 15.75%
$7.72 - $9.45 $15.2K - $18.6K
10.5K $84K
DD
Du Pont De Nemours, Inc.

Basic Materials
-241
- 8.05%
$72.7 - $84.32 $17.5K - $20.3K
2.75K $205K
PWZ
Invesco California Amt Free Mu

ETFs
-288
- 1.65%
$23.68 - $24.72 $6.82K - $7.12K
17.2K $410K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-301
- 4.65%
$105.1 - $109.61 $31.6K - $33K
6.17K $669K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-460
- 3.28%
$76.94 - $78.28 $35.4K - $36K
13.6K $1.06M
QDEF
Flexshares Quality Div Defensi

ETFs
-153
- 1.33%
$68.8 - $72.94 $10.5K - $11.2K
11.4K $786K
JPI
Nuveen Preferred & Income Term Fund

Financial Services
-1.12K
- 6.66%
$19.35 - $20.45 $21.6K - $22.8K
15.7K $308K
HNDL
Strategy Shs

ETFs
-632
- 4.49%
$20.7 - $21.8 $13.1K - $13.8K
13.5K $282K
PSEC
Prospect Capital Corp

Financial Services
-3.67K
- 26.05%
$4.1 - $4.45 $15K - $16.3K
10.4K $42K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-431
- 4.65%
$55.76 - $59.54 $24K - $25.7K
8.83K $506K
AAXJ
Ishares Msci All Country Asia

ETFs
-331
- 7.63%
$69.59 - $77.09 $23K - $25.5K
4.01K $297K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.76K
- 1.06%
$25.77 - $27.6 $148K - $159K
536K $14.1M
AVIG
American Centy ETF Tr Avantis

ETFs
-524
- 5.42%
$40.06 - $41.55 $21K - $21.8K
9.15K $377K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-790
- 6.65%
$19.43 - $19.62 $15.3K - $15.5K
11.1K $217K
SHV
Ishares Tr

ETFs
-152
- 2.52%
$110.11 - $110.51 $16.7K - $16.8K
5.87K $648K
CSM
Proshares Large Cap Core Plus

ETFs
-45
- 1.0%
$63.0 - $69.13 $2.84K - $3.11K
4.48K $284K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-750
- 6.75%
$11.63 - $13.3 $8.72K - $9.98K
10.4K $120K
PECO
Phillips Edison & Company, Inc.

Real Estate
-90
- 0.83%
$34.43 - $37.49 $3.1K - $3.37K
10.8K $394K
NET
Cloudflare, Inc.

Technology
-267
- 7.59%
$110.71 - $176.5 $29.6K - $47.1K
3.25K $366K
KR
Kroger CO

Consumer Defensive
-1.04K
- 11.62%
$58.36 - $67.72 $60.5K - $70.2K
7.88K $533K
OEF
Ishares S&P 100 ETF

ETFs
-44
- 1.92%
N/A
2.25K $599K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-390
- 1.28%
$14.28 - $14.97 $5.57K - $5.84K
30K $430K
IHDG
Wisdomtree Tr

ETFs
-283
- 2.64%
$43.4 - $47.51 $12.3K - $13.4K
10.5K $457K
TRV
Travelers Companies, Inc.

Financial Services
-172
- 10.82%
$232.43 - $265.13 $40K - $45.6K
1.42K $374K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-304
- 4.24%
$38.89 - $41.6 $11.8K - $12.6K
6.86K $274K
TSCO
Tractor Supply CO

Consumer Cyclical
-354
- 5.61%
$51.66 - $57.94 $18.3K - $20.5K
5.96K $328K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-30
- 0.51%
$33.28 - $36.41 $998 - $1.09K
5.86K $198K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-1.78K
- 13.6%
$3.75 - $4.08 $6.69K - $7.27K
11.3K $43K
JBI
Janus International Group, Inc.

Industrials
-357
- 1.26%
$6.95 - $9.11 $2.48K - $3.25K
28.1K $202K
SAP
Sap Se

Technology
-132
- 10.05%
$241.4 - $293.69 $31.9K - $38.8K
1.18K $317K
BKR
Baker Hughes CO

Energy
-571
- 8.79%
$41.16 - $48.85 $23.5K - $27.9K
5.93K $260K
CBSH
Commerce Bancshares Inc

Financial Services
-80
- 2.15%
$58.85 - $68.59 $4.71K - $5.49K
3.65K $226K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-819
- 1.65%
$20.2 - $22.24 $16.5K - $18.2K
48.7K $1.04M
ADP
Automatic Data Processing Inc

Industrials
-286
- 4.45%
$286.85 - $318.64 $82K - $91.1K
6.14K $1.88M
SYK
Stryker Corp

Healthcare
-55
- 4.33%
$355.18 - $399.9 $19.5K - $22K
1.22K $452K
VDE
Vanguard Energy ETF

ETFs
-150
- 7.62%
$119.14 - $132.76 $17.9K - $19.9K
1.82K $233K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-107
- 0.37%
$11.4 - $11.96 $1.22K - $1.28K
28.5K $328K
FISV
Fiserv Inc

Technology
-21
- 1.2%
N/A
1.73K $216K
LHX
L3 Harris Technologies, Inc.

Industrials
-5
- 0.38%
$194.65 - $222.86 $973 - $1.11K
1.3K $272K
XLU
Utilities Sector Spdr

ETFs
-789
- 2.98%
$74.7 - $80.27 $58.9K - $63.3K
25.7K $2M
Net Lease Office Properties
-215
- 1.71%
N/A
12.4K $0
Annaly Capital Management In
-3.11K
- 22.98%
N/A
10.4K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.79K
- 6.66%
N/A
25.1K $0
EBND
Spdr Bloomberg Emerging Market

ETFs
-419
- 2.36%
$19.47 - $20.36 $8.16K - $8.53K
17.3K $346K
WFC
Wells Fargo & Company

Financial Services
-255
- 2.1%
$66.78 - $81.42 $17K - $20.8K
11.9K $854K
Labcorp Holdings Inc
-108
- 4.25%
N/A
2.44K $0
Atlassian Corporation
-37
- 2.87%
N/A
1.25K $0
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
-165
- 4.52%
N/A
3.48K $0
Activity Summary
Buys All Purchases 535 New Holdings 70 Increased Positions 465 Sells All Sells 330 Reductions 330 Sold out 0 Options Calls 0 Puts 0
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