Ethos Financial Group, LLC Purchases and Sells in Q1 2024

Ethos Financial Group, LLC

$529 Million
Q1 2024

Top Buys

Incresed Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWY	34.7K + 2761.13%	$170.38 - $196.82 $5.92M - $6.84M	36K $7.02M
QUAL	26.7K + 312.57%	$144.62 - $165.44 $3.86M - $4.41M	35.2K $5.79M
SCHB	6.85K + 1.25%	$54.61 - $61.05 $374K - $418K	557K $34.1M
NVDA	2.19K + 136.88%	$475.69 - $950.02 $1.04M - $2.08M	3.78K $3.42M
SCHG	9.09K + 5.59%	$80.6 - $93.32 $732K - $848K	172K $15.9M
SCHX	11.1K + 3.99%	$55.41 - $62.08 $614K - $688K	289K $18M

New Holdings

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
iShares Bitcoin TR	350K New	N/A	350K $14.2M
IMCG	119K New	$62.4 - $70.68 $7.44M - $8.43M	119K $8.43M
PWB	93.5K New	$75.84 - $90.45 $7.09M - $8.46M	93.5K $8.35M
IWF	19.8K New	$294.43 - $339.01 $5.83M - $6.72M	19.8K $6.68M
Alpha Architect 1-3 Month Box ETF	61.4K New	N/A	61.4K $6.54M
AOR	47.6K New	$52.25 - $55.68 $2.49M - $2.65M	47.6K $2.65M

Top Sells

Reduced Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-40.2K - 36.67%	$50.23 - $50.46 $2.02M - $2.03M	69.4K $3.49M
SCHP	-37.5K - 66.15%	$51.32 - $52.45 $1.92M - $1.96M	19.2K $1M
SGOV	-19.3K - 28.45%	$100.29 - $100.71 $1.94M - $1.95M	48.6K $4.9M
BLK	-1.25K - 70.63%	$774.31 - $842.06 $970K - $1.06M	521 $435K
JPST	-17.4K - 22.2%	$50.23 - $50.49 $874K - $878K	61K $3.08M
DLN	-11.5K - 73.09%	$65.84 - $72.19 $756K - $829K	4.23K $305K

Activity Summary All Purchases 164 New Holdings 61 Increased Positions 103 All Sells 87 Reductions 87 Sold out 0 Calls 0 Puts 0

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