Smart Wealth LLC Purchases and Sells in Q3 2024

Smart Wealth LLC

$255 Billion
Q3 2024

Top Buys

Incresed Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGSH	211K + 333.16%	$57.74 - $59.13 $12.2M - $12.5M	274K $16.2B
FJUL	138K + 1398.18%	$44.46 - $48.11 $6.15M - $6.66M	148K $7.14B
INNOVATOR ETFS TRUST	123K + 28.67%	N/A	552K $17.5B
TFJL	81.3K + 12.81%	N/A	716K $15.1B
SPLG	19.7K + 535.04%	$60.84 - $67.51 $1.2M - $1.33M	23.4K $1.58B
RDVY	16.8K + 21.35%	$53.68 - $59.24 $901K - $994K	95.4K $5.65B

New Holdings

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AIM ETF PRODUCTS TRUST	208K New	N/A	208K $6.33B
AIM ETF PRODUCTS TRUST	126K New	N/A	126K $3.3B
FIRST TR EXCHNG TRADED FD VI	79.2K New	N/A	79.2K $2.81B
AIM ETF PRODUCTS TRUST	80.3K New	N/A	80.3K $2.42B
PSEP	54.6K New	N/A	54.6K $2.1B
XLRE	43.5K New	$38.04 - $45.36 $1.66M - $1.97M	43.5K $1.94B

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DJAN	-328K - 62.01%	$36.35 - $38.17 $11.9M - $12.5M	201K $7.66B
FJUN	-166K - 97.03%	$46.67 - $50.52 $7.75M - $8.39M	5.08K $256M
FJAN	-84.2K - 33.66%	N/A	166K $7.42B
QJUN	-58.6K - 18.66%	$24.85 - $27.22 $1.46M - $1.59M	255K $6.9B
SPTS	-48.5K - 33.42%	$28.75 - $29.46 $1.39M - $1.43M	96.6K $2.84B
BGLD	-91K - 26.5%	$20.42 - $22.85 $1.86M - $2.08M	253K $5.7B

Sold Out

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	-287K Closed	N/A	0 $0
FIRST TR EXCHNG TRADED FD VI	-205K Closed	N/A	0 $0
FIRST TR EXCHNG TRADED FD VI	-101K Closed	N/A	0 $0
INNOVATOR ETFS TRUST	-118K Closed	N/A	0 $0
BSV	-35.6K Closed	$76.38 - $78.87 $2.72M - $2.81M	0 $0
DFEB	-61.5K Closed	$39.33 - $41.74 $2.42M - $2.57M	0 $0

Activity Summary All Purchases 86 New Holdings 41 Increased Positions 45 All Sells 76 Reductions 50 Sold out 26 Calls 0 Puts 0

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