Aj Wealth Strategies, LLC Purchases and Sells in Q2 2023

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Top Buys

Incresed Positions

106 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	135K + 55.6%	$371.44 - $407.28 $50M - $54.9M	377K $154M
RSP	276K + 1026.31%	$139.61 - $149.64 $38.5M - $41.3M	303K $45.3M
XLE	370K + 3479.91%	$76.59 - $87.23 $28.3M - $32.3M	381K $30.9M
SGOV	290K + 28.01%	$100.18 - $100.63 $29M - $29.1M	1.32M $133M
SCHX	264K + 7.47%	$47.67 - $52.37 $12.6M - $13.8M	3.79M $199M
ZI	537K + 404.64%	$20.44 - $28.46 $11M - $15.3M	670K $17M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	868K New	$36.15 - $38.86 $31.4M - $33.7M	868K $31.6M
SLV	719K New	$20.53 - $23.94 $14.8M - $17.2M	719K $15M
FXC	51.5K New	$71.71 - $74.41 $3.69M - $3.83M	51.5K $3.8M
KBA	79.5K New	$22.88 - $26.39 $1.82M - $2.1M	79.5K $1.84M
GLTR	19.4K New	$86.12 - $95.57 $1.67M - $1.86M	19.4K $1.68M
VGLT	19.3K New	$62.12 - $66.83 $1.2M - $1.29M	19.3K $1.23M

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-958K - 89.41%	$91.41 - $91.82 $87.6M - $88M	114K $10.4M
FTSM	-744K - 71.29%	$59.41 - $59.73 $44.2M - $44.4M	300K $17.8M
SCHF	-638K - 27.01%	$34.48 - $36.54 $22M - $23.3M	1.72M $61.5M
USMV	-278K - 27.04%	$71.44 - $74.33 $19.9M - $20.7M	750K $55.8M
VXUS	-205K - 24.76%	$54.28 - $57.76 $11.1M - $11.8M	623K $34.9M
SPLV	-159K - 43.38%	$60.28 - $64.24 $9.58M - $10.2M	207K $13M

Activity Summary All Purchases 130 New Holdings 24 Increased Positions 106 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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