Wealthsource Partners, LLC Closed Holding Positions

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023
Stock Closed Quarter Shares Sold Price Range Trade History
Proshares Tr
Q1 2021 Filed on Jun 21, 2021
53,600
N/A
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2021 Filed on Jun 21, 2021
2,843
$108.11 - $128.06 $307K - $364K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2021 Filed on Jun 21, 2021
7,792
$39.38 - $40.31 $307K - $314K
Invesco Exch Trd Slf Idx Fd
Q1 2021 Filed on Jun 21, 2021
9,713
N/A
SQ
Block, Inc.

Technology
Q1 2021 Filed on Jun 21, 2021
919
$201.87 - $276.57 $186K - $254K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2021 Filed on Jun 21, 2021
13,873
$25.91 - $26.47 $359K - $367K
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on Jun 21, 2021
8,333
$34.98 - $42.83 $291K - $357K
FLEX
Flex Ltd.

Technology
Q1 2021 Filed on Jun 21, 2021
13,690
$16.4 - $19.85 $225K - $272K
FLO
Flowers Foods Inc

Consumer Defensive
Q1 2021 Filed on Jun 21, 2021
13,822
$21.75 - $24.39 $301K - $337K
BRY
Berry Corp (Bry)

Energy
Q1 2021 Filed on Jun 21, 2021
22,120
$3.64 - $6.33 $80.5K - $140K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on Jun 21, 2021
39,758
N/A
AEP
American Electric Power CO Inc

Utilities
Q1 2021 Filed on Jun 21, 2021
3,370
$74.85 - $85.84 $252K - $289K
Maxim Integrated Prods Inc
Q1 2021 Filed on Jun 21, 2021
5,064
N/A
Proshares Tr
Q1 2021 Filed on Jun 21, 2021
56,000
N/A
Qep Resources Inc
Q1 2021 Filed on Jun 21, 2021
36,853
N/A
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q4 2020 Filed on Feb 12, 2021
2,976
$202.29 - $230.08 $602K - $685K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q4 2020 Filed on Feb 12, 2021
10,770
$26.72 - $30.68 $288K - $330K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 12, 2021
23,757
N/A
DAN
Dana Inc

Consumer Cyclical
Q4 2020 Filed on Feb 12, 2021
12,915
$13.24 - $20.09 $171K - $259K
Servicemaster Global Hldgs I
Q4 2020 Filed on Feb 12, 2021
5,089
N/A
DGX
Quest Diagnostics Inc

Healthcare
Q4 2020 Filed on Feb 12, 2021
1,852
$112.7 - $128.05 $209K - $237K
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 12, 2021
11,854
$10.77 - $13.48 $128K - $160K
Draftkings Inc
Q4 2020 Filed on Feb 12, 2021
3,984
N/A
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q4 2020 Filed on Feb 12, 2021
16,204
$26.37 - $30.93 $427K - $501K
51 Job Inc
Q4 2020 Filed on Feb 12, 2021
3,480
N/A
TAP
Molson Coors Beverage CO

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
10,873
$32.78 - $48.21 $356K - $524K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
Q4 2020 Filed on Feb 12, 2021
16,414
$34.72 - $41.61 $570K - $683K
ENFR
Alerian Energy Infrastructure

ETFs
Q4 2020 Filed on Feb 12, 2021
12,100
$12.25 - $15.9 $148K - $192K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2020 Filed on Feb 12, 2021
19,753
$26.3 - $31.8 $520K - $628K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Feb 12, 2021
16,209
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q3 2020 Filed on Nov 16, 2020
7,426
$70.34 - $70.85 $522K - $526K
Top Ships Inc
Q3 2020 Filed on Nov 16, 2020
36,000
N/A
CRNT
Ceragon Networks LTD

Technology
Q3 2020 Filed on Nov 16, 2020
20,000
$2.06 - $2.8 $41.2K - $56K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q3 2020 Filed on Nov 16, 2020
7,965
$110.01 - $132.43 $876K - $1.05M
SNA
Snap On Inc

Industrials
Q3 2020 Filed on Nov 16, 2020
1,770
$128.89 - $155.16 $228K - $275K
SEF
Proshares Short Financials ETF

ETFs
Q3 2020 Filed on Nov 16, 2020
10,835
$18.22 - $20.51 $197K - $222K
EWV
Proshares Ultrashort Msci Japa

ETFs
Q3 2020 Filed on Nov 16, 2020
10,500
$19.46 - $23.64 $204K - $248K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
5,527
$32.16 - $39.39 $178K - $218K
Tsakos Energy Navigation LTD
Q3 2020 Filed on Nov 16, 2020
13,725
N/A
Superior Energy Svcs Inc
Q3 2020 Filed on Nov 16, 2020
23,500
N/A
INCY
Incyte Corp

Healthcare
Q3 2020 Filed on Nov 16, 2020
2,016
$85.07 - $109.69 $172K - $221K
RNRG
Glbl X Funds Glbl X Yldco & Re

ETFs
Q3 2020 Filed on Nov 16, 2020
38,050
$14.04 - $15.02 $534K - $572K
CODI
Compass Diversified Holdings

Industrials
Q3 2020 Filed on Nov 16, 2020
19,965
$15.94 - $19.06 $318K - $381K
NOK
Nokia Corp

Technology
Q3 2020 Filed on Nov 16, 2020
10,274
$3.78 - $5.1 $38.8K - $52.4K
EPD
Enterprise Products Partners L.P.

Energy
Q3 2020 Filed on Nov 16, 2020
2,500
$15.33 - $18.89 $38.3K - $47.2K
Direxion Shs ETF Tr
Q3 2020 Filed on Nov 16, 2020
38,500
N/A
Proshares Tr
Q3 2020 Filed on Nov 16, 2020
69,000
N/A
Briggs & Stratton Corp
Q3 2020 Filed on Nov 16, 2020
10,000
N/A
Direxion Shs ETF Tr
Q3 2020 Filed on Nov 16, 2020
4,300
N/A
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