Wealthsource Partners, LLC Closed Holding Positions

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
ALGN
Align Technology Inc

Healthcare
Q4 2018 Filed on Feb 06, 2019
758
$193.72 - $391.52 $147K - $297K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q4 2018 Filed on Feb 06, 2019
3,198
$100.46 - $138.29 $321K - $442K
Kinder Morgan Inc Del Pfd Ser A
Q4 2018 Filed on Feb 06, 2019
6,530
N/A
American Ecology
Q4 2018 Filed on Feb 06, 2019
3,000
N/A
Andeavor Logistics LP Com Unit LP Int
Q3 2018 Filed on Nov 13, 2018
5,091
N/A
DXC
Dxc Technology CO

Technology
Q3 2018 Filed on Nov 13, 2018
2,584
$82.0 - $96.38 $212K - $249K
Cyrusone Inc Com
Q3 2018 Filed on Nov 13, 2018
3,936
N/A
FXN
First Tr Exchange Traded Fd Fi

ETFs
Q3 2018 Filed on Nov 13, 2018
96,549
$16.09 - $17.69 $1.55M - $1.71M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2018 Filed on Nov 13, 2018
11,036
$47.0 - $49.42 $519K - $545K
AJX
Great Ajax Corp.

Real Estate
Q3 2018 Filed on Nov 13, 2018
13,804
$13.08 - $13.81 $181K - $191K
AFT
Apollo Senior Floating Rate Fund Inc.

Financial Services
Q3 2018 Filed on Nov 13, 2018
10,080
$15.95 - $16.3 $161K - $164K
Market Vectors ETF High Yield Muni Index
Q3 2018 Filed on Nov 13, 2018
17,869
N/A
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q3 2018 Filed on Nov 13, 2018
56,635
$20.06 - $21.68 $1.14M - $1.23M
Dowdupont Inc Com
Q3 2018 Filed on Nov 13, 2018
3,209
N/A
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
8,615
$19.92 - $25.95 $172K - $224K
IQ
I Qiyi, Inc.

Communication Services
Q3 2018 Filed on Nov 13, 2018
6,902
$25.89 - $37.0 $179K - $255K
Guggenheim ETF Trust S&P 500 Equal Weight
Q2 2018 Filed on Aug 14, 2018
26,256
N/A
Guggenheim Ultra Short Duration ETF
Q2 2018 Filed on Aug 14, 2018
20,291
N/A
Powershares Bulletshares 2019 High Yield Corporate Bond Portfolio
Q2 2018 Filed on Aug 14, 2018
14,746
N/A
HEWG
Ishares Currency Hedged Msci G

ETFs
Q2 2018 Filed on Aug 14, 2018
8,125
$27.0 - $29.68 $219K - $241K
Guggenheim Blt 2018 High Yield Corp Bnd ETF
Q2 2018 Filed on Aug 14, 2018
34,350
N/A
GTTNQ
Gtt Communications, Inc.

Communication Services
Q2 2018 Filed on Aug 14, 2018
4,320
$45.0 - $56.6 $194K - $245K
Powershares S&P Midcap 400 Pure Growth Portfolio
Q2 2018 Filed on Aug 14, 2018
1,302
N/A
TPR
Tapestry, Inc.

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
6,733
$43.72 - $54.64 $294K - $368K
Finisar Corp Com New
Q2 2018 Filed on Aug 14, 2018
11,060
N/A
Is Guggenheim S&P 500 Pure Growth Eft
Q2 2018 Filed on Aug 14, 2018
5,427
N/A
Powershares S&P 500 High Beta Portfolio
Q2 2018 Filed on Aug 14, 2018
12,764
N/A
Powershares Bulletshares 2021 Corporate Bond Portfolio
Q2 2018 Filed on Aug 14, 2018
26,552
N/A
Powershares Chinese ETF
Q2 2018 Filed on Aug 14, 2018
12,765
N/A
WRK
West Rock CO

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
4,094
$57.02 - $66.61 $233K - $273K
MET
Metlife Inc

Financial Services
Q2 2018 Filed on Aug 14, 2018
5,042
$43.6 - $48.46 $220K - $244K
Proshares Tr. Ultra Short Qqq
Q2 2018 Filed on Aug 14, 2018
10,000
N/A
Powershares Global Preferred ETF
Q2 2018 Filed on Aug 14, 2018
21,775
N/A
Powershares Exchangetraded Fd Tr Ii Dwa Developed Mktsport
Q2 2018 Filed on Aug 14, 2018
22,627
N/A
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
Q2 2018 Filed on Aug 14, 2018
14,673
N/A
Powershares Emerging Mkts Sovereign Debt
Q2 2018 Filed on Aug 14, 2018
55,320
N/A
Powershares Ftse Rafi Asia Pacific Ex Japan Portfolio
Q2 2018 Filed on Aug 14, 2018
29,685
N/A
Powershares Fundamental High Yld Corp Bd
Q2 2018 Filed on Aug 14, 2018
115,364
N/A
Powershares Qqq Tr
Q2 2018 Filed on Aug 14, 2018
22,719
N/A
Powershares Exchange Traded Fd Tr I S&P 600 Low Volatility Portfolio
Q2 2018 Filed on Aug 14, 2018
5,926
N/A
Powershares Bulletshares 2020 High Yield Corporate Bond Portfolio
Q2 2018 Filed on Aug 14, 2018
8,689
N/A
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
Q2 2018 Filed on Aug 14, 2018
4,250
$47.41 - $58.16 $201K - $247K
Powershares Sp500 Low Volatility ETF
Q2 2018 Filed on Aug 14, 2018
16,304
N/A
Yy Inc
Q2 2018 Filed on Aug 14, 2018
3,590
N/A
Proshares Short Dow 30
Q2 2018 Filed on Aug 14, 2018
52,000
N/A
Oasis Petroleum Inc
Q2 2018 Filed on Aug 14, 2018
46,004
N/A
8 Point3 Energy Partners LP Cl A Rpt Ltdpt
Q2 2018 Filed on Aug 14, 2018
17,575
N/A
Apollo Global Mgmt LLC Com Npv Cl A Shs
Q1 2018 Filed on Apr 16, 2018
9,290
N/A
Guggenheim Bulletshares 2021 Corporate Bond ETF
Q1 2018 Filed on Apr 16, 2018
30,752
N/A
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