Goldstone Financial Group, LLC Closed Holding Positions

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2024 Filed on Jan 15, 2025
3,619
$170.38 - $196.82 $617K - $712K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2023 Filed on Jan 15, 2025
73,585
$78.33 - $80.78 $5.76M - $5.94M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q3 2023 Filed on Jan 15, 2025
5,054
$43.61 - $46.21 $220K - $234K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q4 2023 Filed on Jan 15, 2025
3,767
$67.66 - $81.06 $255K - $305K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2023 Filed on Jan 15, 2025
3,636
$58.61 - $60.65 $213K - $221K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q2 2023 Filed on Jan 15, 2025
5,319
$39.05 - $42.09 $208K - $224K
VNQ
Vanguard Specialized Funds Van

ETFs
Q1 2024 Filed on Jan 15, 2025
2,291
$82.58 - $89.12 $189K - $204K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
Q2 2023 Filed on Jan 15, 2025
234,746
$25.26 - $26.55 $5.93M - $6.23M
XLU
Utilities Sector Spdr

ETFs
Q1 2024 Filed on Jan 15, 2025
4,530
$59.95 - $65.65 $272K - $297K
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q3 2023 Filed on Jan 15, 2025
4,563
$224.84 - $243.78 $1.03M - $1.11M
Alteryx Inc
Q1 2024 Filed on Jan 15, 2025
225,000
N/A
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q4 2023 Filed on Jan 15, 2025
13,146
$91.22 - $91.84 $1.2M - $1.21M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q1 2024 Filed on Jan 15, 2025
2,409
$372.72 - $397.76 $898K - $958K
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q1 2024 Filed on Jan 15, 2025
9,786
$80.6 - $93.32 $789K - $913K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q4 2023 Filed on Jan 15, 2025
35,338
$18.0 - $21.28 $636K - $752K
RPG
Invesco Exchange Traded Fd Tr

ETFs
Q1 2024 Filed on Jan 15, 2025
7,147
$30.98 - $36.93 $221K - $264K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q3 2023 Filed on Jan 15, 2025
35,000
$8.15 - $8.76 $285K - $307K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q3 2023 Filed on Jan 15, 2025
17,913
$33.76 - $34.74 $605K - $622K
SCHO
Schwab Short Term Us Treasury

ETFs
Q3 2023 Filed on Jan 15, 2025
5,367
$47.78 - $48.2 $256K - $259K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2023 Filed on Jan 15, 2025
13,690
$34.48 - $36.54 $472K - $500K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q2 2023 Filed on Jan 15, 2025
10,020
$5.98 - $6.54 $59.9K - $65.5K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
Q2 2023 Filed on Jan 15, 2025
175,606
$32.2 - $33.82 $5.65M - $5.94M
GTO
Invesco Actively Managed ETF T

ETFs
Q1 2024 Filed on Jan 15, 2025
6,793
$46.24 - $47.35 $314K - $322K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2023 Filed on Jan 15, 2025
14,011
$24.84 - $26.07 $348K - $365K
GBIL
Goldman Sachs Access Treasury

ETFs
Q2 2023 Filed on Jan 15, 2025
39,519
$99.68 - $100.11 $3.94M - $3.96M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
Q4 2023 Filed on Jan 15, 2025
51,834
$17.49 - $19.71 $907K - $1.02M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
Q4 2023 Filed on Jan 15, 2025
29,205
$40.92 - $44.8 $1.2M - $1.31M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2023 Filed on Jan 15, 2025
18,410
$46.58 - $48.36 $858K - $890K
HYLD
Exchange Listed Funds Trust

ETFs
Q3 2023 Filed on Jan 15, 2025
33,362
$0.0 - $25.83 $0 - $862K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q2 2023 Filed on Jan 15, 2025
9,313
$60.28 - $64.24 $561K - $598K
BSJN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2023 Filed on Jan 15, 2025
11,492
$23.46 - $23.59 $270K - $271K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2024 Filed on Jan 15, 2025
3,892
$152.32 - $189.2 $593K - $736K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
Q4 2023 Filed on Jan 15, 2025
23,793
$96.33 - $98.68 $2.29M - $2.35M
IAT
Ishares Tr

ETFs
Q4 2023 Filed on Jan 15, 2025
6,793
$30.98 - $43.2 $210K - $293K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q4 2023 Filed on Jan 15, 2025
2,594
$80.62 - $82.04 $209K - $213K
IEMG
Ishares Inc

ETFs
Q2 2023 Filed on Jan 15, 2025
4,358
$47.35 - $50.88 $206K - $222K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
Q2 2023 Filed on Jan 15, 2025
19,431
$46.8 - $50.45 $909K - $980K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
Q1 2024 Filed on Jan 15, 2025
10,048
$22.98 - $23.24 $231K - $234K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
Q1 2024 Filed on Jan 15, 2025
11,126
$22.69 - $22.98 $252K - $256K
D
Dominion Energy, Inc

Utilities
Q2 2023 Filed on Jan 15, 2025
3,658
$49.02 - $58.68 $179K - $215K
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