Smart Wealth LLC Purchases in Q3 2024

Smart Wealth LLC

  • $255 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
211K
+ 333.16%
$57.74 - $59.13 $12.2M - $12.5M
274K $16.2B
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
138K
+ 1398.18%
$44.46 - $48.11 $6.15M - $6.66M
148K $7.14B
Aim ETF Products Trust
208K
New
N/A
208K $6.33B
Innovator Etfs Trust
123K
+ 28.67%
N/A
552K $17.5B
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
TFJL
Innovator 20+ Year Treasury Bo
81.3K
+ 12.81%
N/A
716K $15.1B
Aim ETF Products Trust
80.3K
New
N/A
80.3K $2.42B
PSEP
Innovator U.S. Equity Power Bu
54.6K
New
N/A
54.6K $2.1B
XLRE
Select Sector Spdr Tr Real Est

ETFs
43.5K
New
$38.04 - $45.36 $1.66M - $1.97M
43.5K $1.94B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
19.7K
+ 535.04%
$60.84 - $67.51 $1.2M - $1.33M
23.4K $1.58B
RDVY
First Trust Rising Dividend Ac

ETFs
16.8K
+ 21.35%
$53.68 - $59.24 $901K - $994K
95.4K $5.65B
Aim ETF Products Trust
42.7K
New
N/A
42.7K $1.22B
XLF
Financial Sector Spdr

ETFs
22.3K
+ 86.19%
$40.84 - $45.74 $910K - $1.02M
48.2K $2.18B
XLU
Utilities Sector Spdr

ETFs
10.5K
+ 55.86%
$67.67 - $80.78 $714K - $852K
29.4K $2.38B
Elevation Series Trust
42K
New
N/A
42K $1.05B
Tidal Tr Ii
48.5K
New
N/A
48.5K $961M
Listed Fd Tr
24.9K
New
N/A
24.9K $926M
FXE
Invesco Currency Shares Euro Trust

ETFs
8.87K
New
$99.07 - $103.41 $879K - $917K
8.87K $912M
GLD
Spdr Gold Trust

ETFs
2.85K
+ 39.0%
$215.56 - $246.98 $613K - $703K
10.1K $2.46B
XLP
Consumer Staples Sector Spdr

ETFs
9.3K
+ 49.93%
$76.04 - $76.04 $707K - $707K
27.9K $2.32B
IRT
Independence Realty Trust, Inc.

Real Estate
42.6K
New
$18.32 - $21.15 $780K - $901K
42.6K $873M
Pimco ETF Tr
8.53K
New
N/A
8.53K $863M
CPT
Camden Property Trust

Real Estate
6.71K
New
$107.5 - $126.88 $721K - $851K
6.71K $829M
VGLT
Vanguard Long Term Treasury Et

ETFs
8.06K
+ 9.86%
$56.52 - $63.23 $455K - $509K
89.8K $5.52B
ORCL
Oracle Corp

Technology
4.61K
New
$125.9 - $170.35 $581K - $785K
4.61K $786M
JEPI
J P Morgan Exchange Traded Fd

ETFs
9.56K
+ 12.55%
$54.98 - $59.51 $526K - $569K
85.8K $5.1B
Invesco Exch Traded Fd Tr Ii
13K
New
N/A
13K $784M
MUB
Ishares National Muni Bond ETF

ETFs
6.42K
+ 165.29%
$106.13 - $108.7 $681K - $697K
10.3K $1.12B
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
19.6K
New
N/A
19.6K $676M
AVGO
Broadcom Inc.

Technology
3.84K
New
$136.27 - $1745.86 $523K - $6.7M
3.84K $662M
Fidelity Wise Origin Bitcoin
10.4K
+ 79.68%
N/A
23.5K $1.3B
Elevation Series Trust
22.4K
New
N/A
22.4K $568M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
16.8K
+ 21.62%
$22.11 - $24.64 $371K - $414K
94.4K $2.3B
JPM
Jpmorgan Chase & CO

Financial Services
2.49K
+ 171.21%
$194.9 - $224.8 $485K - $559K
3.94K $830M
DIV
Global X Superdividend Us ETF

ETFs
20.7K
+ 20.08%
$17.18 - $17.18 $356K - $356K
124K $2.31B
XLV
Select Sector Spdr Fund Health

ETFs
2.47K
+ 19.91%
$143.3 - $157.24 $353K - $388K
14.8K $2.29B
LLY
Eli Lilly & CO

Healthcare
516
New
$772.14 - $960.02 $398K - $495K
516 $457M
O
Realty Income Corp

Real Estate
4.81K
+ 34.51%
$52.36 - $63.42 $252K - $305K
18.8K $1.19B
AAPL
Apple Inc.

Technology
507
+ 3.6%
$207.23 - $234.82 $105K - $119K
14.6K $3.4B
NVDA
Nvidia Corp

Technology
3.67K
+ 24.64%
$98.91 - $134.91 $363K - $495K
18.6K $2.25B
NFLX
Netflix Inc

Communication Services
583
New
$598.55 - $722.26 $349K - $421K
583 $414M
Aim ETF Products Trust
13.6K
New
N/A
13.6K $370M
AMZN
Amazon Com Inc

Consumer Cyclical
2.13K
+ 41.12%
$161.02 - $200.0 $343K - $426K
7.32K $1.36B
TUA
Simpl Exch Traded Fds Sht Term
15.7K
New
N/A
15.7K $361M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.43K
New
$74.49 - $81.27 $330K - $360K
4.43K $360M
GE
General Electric CO

Industrials
1.88K
New
$156.66 - $189.66 $294K - $356K
1.88K $354M
VNQ
Vanguard Specialized Funds Van

ETFs
2.5K
+ 34.44%
$82.97 - $98.97 $207K - $247K
9.76K $951M
META
Meta Platforms, Inc.

Communication Services
480
+ 53.69%
$453.41 - $572.44 $218K - $275K
1.37K $787M
Activity Summary
Buys All Purchases 86 New Holdings 41 Increased Positions 45 Sells All Sells 76 Reductions 50 Sold out 26 Options Calls 0 Puts 0
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