Aj Wealth Strategies, LLC Sells in Q2 2023

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-958K
- 89.41%
$91.41 - $91.82 $87.6M - $88M
114K $10.4M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-744K
- 71.29%
$59.41 - $59.73 $44.2M - $44.4M
300K $17.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-638K
- 27.01%
$34.48 - $36.54 $22M - $23.3M
1.72M $61.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-278K
- 27.04%
$71.44 - $74.33 $19.9M - $20.7M
750K $55.8M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-205K
- 24.76%
$54.28 - $57.76 $11.1M - $11.8M
623K $34.9M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-159K
- 43.38%
$60.28 - $64.24 $9.58M - $10.2M
207K $13M
TFLO
Ishares Treasury Floating Rate

ETFs
-136K
- 17.28%
$50.42 - $50.67 $6.86M - $6.89M
651K $33M
OMFL
Invesco Exchange Traded Self I

ETFs
-150K
- 9.04%
$46.4 - $48.98 $6.94M - $7.33M
1.51M $73.7M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
-250K
- 51.57%
$8.36 - $10.56 $2.09M - $2.65M
235K $2.48M
IEFA
Ishares Tr

ETFs
-24.5K
- 64.13%
$66.03 - $69.1 $1.62M - $1.69M
13.7K $924K
GS
Goldman Sachs Group Inc

Financial Services
-2.66K
- 36.03%
$312.36 - $343.96 $832K - $916K
4.73K $1.52M
GLD
Spdr Gold Trust

ETFs
-2.63K
- 7.07%
$177.09 - $190.44 $466K - $502K
34.6K $6.17M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-876
- 0.25%
$97.43 - $99.5 $85.3K - $87.2K
347K $33.8M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.42K
- 10.74%
$117.3 - $124.97 $518K - $552K
36.7K $4.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-6.19K
- 30.25%
$63.33 - $67.21 $392K - $416K
14.3K $957K
FANG
Diamondback Energy, Inc.

Energy
-1.98K
- 7.73%
$124.86 - $146.74 $247K - $290K
23.6K $3.1M
DIS
Walt Disney CO

Communication Services
-2.32K
- 17.58%
$87.82 - $102.97 $204K - $239K
10.9K $971K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-25K
- 25.0%
$10.83 - $11.75 $271K - $294K
75K $852K
XLU
Utilities Sector Spdr

ETFs
-3.08K
- 11.82%
$64.34 - $69.97 $198K - $216K
23K $1.5M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.54K
- 27.63%
$78.67 - $102.74 $121K - $158K
4.02K $335K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.08K
- 1.08%
$45.49 - $47.04 $94.5K - $97.7K
190K $8.73M
VEA
Vanguard Ftse Developed Market

ETFs
-4.92K
- 14.95%
$44.63 - $47.33 $220K - $233K
28K $1.29M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.66K
- 11.98%
$39.05 - $42.09 $182K - $196K
34.2K $1.39M
KRP
Kimbell Royalty Partners, LP

Energy
-7.71K
- 13.05%
$14.25 - $16.61 $110K - $128K
51.4K $755K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-489
- 0.33%
$50.22 - $51.24 $24.6K - $25.1K
149K $7.5M
ET
Energy Transfer LP

Energy
-11.6K
- 18.37%
$12.32 - $12.91 $143K - $149K
51.4K $653K
VO
Vanguard Mid Cap ETF

ETFs
-4.45K
- 4.8%
$203.43 - $220.16 $906K - $980K
88.3K $19.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2K
- 4.21%
$50.02 - $50.76 $99.9K - $101K
45.5K $2.28M
PBPB
Potbelly Corp

Consumer Cyclical
-29.8K
- 9.23%
$7.59 - $10.85 $226K - $323K
293K $2.57M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-2.18K
- 8.35%
$42.79 - $44.17 $93.4K - $96.4K
23.9K $1.03M
HCA
Hca Healthcare, Inc.

Healthcare
-1.96K
- 15.85%
$264.09 - $303.48 $519K - $596K
10.4K $3.16M
ATVI
Activision Blizzard, Inc.

Communication Services
-1.16K
- 25.21%
$74.59 - $86.74 $86.3K - $100K
3.43K $289K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.53K
- 1.5%
$50.04 - $50.36 $76.6K - $77.1K
100K $5.03M
ITM
Vaneck Intermediate Muni ETF

ETFs
-875
- 0.64%
$45.32 - $46.87 $39.7K - $41K
136K $6.28M
VOE
Vanguard Mid Cap Value Index F

ETFs
-736
- 25.22%
$127.92 - $138.38 $94.1K - $102K
2.18K $301K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-5.9K
- 18.51%
$13.83 - $15.36 $81.6K - $90.6K
26K $398K
ZM
Zoom Video Communications, Inc.

Technology
-74
- 0.78%
$60.82 - $73.67 $4.5K - $5.45K
9.44K $640K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-1.05K
- 23.11%
$69.17 - $77.41 $72.7K - $81.4K
3.5K $269K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-108
- 0.14%
$69.18 - $73.94 $7.47K - $7.99K
79.3K $5.76M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-129
- 0.35%
$75.52 - $76.97 $9.74K - $9.93K
36.7K $2.77M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-616
- 1.09%
$98.92 - $99.76 $60.9K - $61.5K
55.8K $5.56M
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.46K
- 11.04%
$29.32 - $31.08 $42.8K - $45.3K
11.8K $364K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-552
- 5.08%
$28.34 - $30.19 $15.6K - $16.7K
10.3K $298K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-787
- 1.7%
$53.85 - $55.4 $42.4K - $43.6K
45.6K $2.52M
XRLV
Invesco Etd Tr Ii S&P 500 Ex R

ETFs
-190
- 3.68%
$45.74 - $48.79 $8.69K - $9.27K
4.98K $237K
VCIT
Vanguard Intermediate Term Cor

ETFs
-11
- 0.29%
$78.33 - $80.78 $862 - $889
3.74K $295K
PID
Invesco Exchange Traded Fd Tr

ETFs
-1.37K
- 1.26%
$17.43 - $18.47 $23.8K - $25.3K
108K $1.94M
Flj Group Limited
-12.7K
- 41.72%
N/A
17.8K $0
VTV
Vanguard Value ETF

ETFs
-239
- 1.72%
$134.74 - $142.42 $32.2K - $34K
13.7K $1.94M
Activity Summary
Buys All Purchases 130 New Holdings 24 Increased Positions 106 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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