Wealthsource Partners, LLC Purchases in Q4 2023

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
547K
New
$47.86 - $55.5 $26.2M - $30.4M
547K $30.3M
OEF
Ishares S&P 100 ETF

ETFs
88.7K
New
$193.71 - $224.12 $17.2M - $19.9M
88.7K $19.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
34.1K
+ 5.77%
$127.66 - $147.99 $4.36M - $5.05M
625K $92M
IYW
Ishares Dj Us Tech ETF

ETFs
62.4K
+ 35.52%
$101.31 - $123.31 $6.32M - $7.7M
238K $29.2M
IXC
Ishares Tr Global Energy ETF

ETFs
223K
New
$38.15 - $42.12 $8.52M - $9.41M
223K $8.73M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
157K
+ 595.29%
$50.01 - $50.49 $7.87M - $7.94M
184K $9.24M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
97.2K
+ 39.47%
$59.43 - $59.85 $5.78M - $5.82M
344K $20.5M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
16.6K
+ 0.41%
$23.71 - $25.74 $394K - $428K
4.07M $104M
IVW
Ishares S&P 500 Growth ETF

ETFs
28.3K
+ 12.86%
$65.78 - $75.4 $1.86M - $2.13M
248K $18.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.2K
+ 51.17%
$225.16 - $263.17 $2.51M - $2.93M
32.9K $8.64M
SHV
Ishares Tr

ETFs
29.2K
+ 102.4%
$109.86 - $110.59 $3.21M - $3.23M
57.8K $6.37M
VGLT
Vanguard Long Term Treasury Et

ETFs
49.7K
New
$52.05 - $62.44 $2.59M - $3.1M
49.7K $3.06M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
77.3K
New
$33.87 - $39.03 $2.62M - $3.02M
77.3K $3.02M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
53.1K
+ 96.7%
$47.36 - $51.14 $2.52M - $2.72M
108K $5.52M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
62K
New
$40.67 - $44.21 $2.52M - $2.74M
62K $2.73M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
106K
+ 394.04%
$24.29 - $24.76 $2.57M - $2.62M
133K $3.29M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.3K
+ 14.09%
$32.87 - $37.84 $1.26M - $1.45M
310K $11.7M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
103K
+ 61.46%
$20.08 - $20.45 $2.07M - $2.11M
271K $5.55M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
87.5K
+ 543.26%
$22.97 - $23.28 $2.01M - $2.04M
104K $2.41M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
71.9K
+ 60.91%
$24.66 - $24.91 $1.77M - $1.79M
190K $4.73M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.7K
+ 342.25%
$111.61 - $117.37 $1.53M - $1.61M
17.7K $2.07M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
64.4K
+ 398.21%
$20.07 - $24.05 $1.29M - $1.55M
80.6K $1.92M
IYE
Ishares Tr

ETFs
29K
+ 189.73%
$42.54 - $48.28 $1.23M - $1.4M
44.3K $1.95M
AGZ
Ishares Agency Bond ETF

ETFs
10.9K
New
$104.8 - $108.56 $1.15M - $1.19M
10.9K $1.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
11.8K
+ 31.62%
$68.04 - $73.9 $806K - $875K
49.3K $3.63M
SUB
Ishares Short Term National Mu

ETFs
8.35K
+ 23.48%
$102.62 - $105.46 $856K - $880K
43.9K $4.63M
USFR
Wisdomtree Floating Rate Treas

ETFs
18.1K
+ 58.99%
$50.21 - $50.49 $908K - $913K
48.8K $2.45M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
10.5K
+ 17.86%
$44.97 - $52.49 $472K - $551K
69.2K $3.62M
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.4K
+ 7.45%
$82.77 - $100.51 $281K - $341K
49K $4.84M
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.4K
New
$42.96 - $46.57 $703K - $762K
16.4K $756K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
8.25K
New
$70.68 - $84.86 $583K - $700K
8.25K $696K
DFSV
Dimensional ETF Tr Dimensional

ETFs
9.64K
+ 9.35%
$23.61 - $29.53 $228K - $285K
113K $3.28M
JBBB
Janus Detroit Str Tr Henderson

ETFs
14K
New
$46.25 - $48.21 $645K - $673K
14K $669K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.76K
+ 11.0%
$96.33 - $98.68 $555K - $568K
58.1K $5.73M
IWN
Ishares Russell2000 Val ETF

ETFs
2.34K
+ 17.7%
$125.51 - $158.2 $293K - $370K
15.5K $2.42M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
27.9K
+ 21.47%
$18.7 - $19.3 $522K - $539K
158K $3.05M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.2K
+ 194.24%
$47.27 - $52.23 $527K - $583K
16.9K $879K
IBHE
Ishares Ibonds 2025 Term High

ETFs
25.3K
New
$22.62 - $23.26 $572K - $588K
25.3K $584K
DVYE
Ishares Emerging Markets Divid

ETFs
21.3K
New
$22.96 - $26.65 $488K - $567K
21.3K $563K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
22.6K
+ 19.48%
$22.23 - $22.92 $503K - $519K
139K $3.15M
AGI
Alamos Gold Inc

Basic Materials
9.64K
+ 5.22%
$10.92 - $14.86 $105K - $143K
194K $2.62M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
22.1K
+ 22.15%
$23.75 - $23.91 $525K - $529K
122K $2.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
10.4K
+ 36.89%
$49.96 - $50.44 $519K - $524K
38.6K $1.94M
XAR
Spdr S&P Aerospace & Defense E

ETFs
3.66K
New
$109.6 - $136.33 $401K - $499K
3.66K $496K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
20.8K
New
$23.15 - $23.9 $480K - $496K
20.8K $496K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.6K
New
$42.6 - $46.25 $452K - $490K
10.6K $488K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
19.6K
+ 16.45%
$22.36 - $22.77 $438K - $447K
139K $3.15M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
18.7K
New
$23.29 - $25.52 $435K - $476K
18.7K $473K
ILF
Ishares Latin America 40 ETF

ETFs
16.1K
New
$24.15 - $29.69 $390K - $479K
16.1K $469K
Activity Summary
Buys All Purchases 200 New Holdings 45 Increased Positions 155 Sells All Sells 256 Reductions 256 Sold out 0 Options Calls 1 Puts 0
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