Aj Wealth Strategies, LLC Closed Holding Positions

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023
Stock Closed Quarter Shares Sold Price Range Trade History
CVNA
Carvana Co.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
3,475
$20.92 - $132.96 $72.7K - $462K
DOMA
Doma Holdings, Inc.

Real Estate
Q2 2022 Filed on Aug 04, 2022
125,946
$0.92 - $2.22 $116K - $280K
FMY
First Trust Mortgage Income Fund

Financial Services
Q2 2022 Filed on Aug 04, 2022
11,950
$11.51 - $12.44 $138K - $149K
BFZ
Blackrock California Municipal Income Trust

Financial Services
Q2 2022 Filed on Aug 04, 2022
50,562
$10.55 - $12.28 $533K - $621K
IGT
International Game Technology PLC

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
10,235
$17.94 - $25.15 $184K - $257K
SLRC
Slr Investment Corp.

Financial Services
Q2 2022 Filed on Aug 04, 2022
11,200
$14.17 - $18.19 $159K - $204K
TENB
Tenable Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
5,384
$42.04 - $62.66 $226K - $337K
ORCC
Owl Rock Capital Corp

Financial Services
Q2 2022 Filed on Aug 04, 2022
14,246
$12.24 - $15.19 $174K - $216K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
457
$30.35 - $72.73 $13.9K - $33.2K
FRXB
Forest Road Acquisition Corp. Ii

Financial Services
Q2 2022 Filed on Aug 04, 2022
10,000
$9.75 - $9.82 $97.5K - $98.2K
Mfa Finl Inc
Q2 2022 Filed on Aug 04, 2022
377,657
N/A
BILL
Bill.Com Holdings, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
33,204
$97.45 - $243.15 $3.24M - $8.07M
RYLD
Global X Fds Russell 2000 Cove

ETFs
Q2 2022 Filed on Aug 04, 2022
201,428
$20.03 - $24.05 $4.03M - $4.84M
Ribbit Leap LTD
Q2 2022 Filed on Aug 04, 2022
12,000
N/A
Q&K Intl Group LTD
Q2 2022 Filed on Aug 04, 2022
30,472
N/A
TCVA
Tcv Acquisition Corp.

Financial Services
Q2 2022 Filed on Aug 04, 2022
10,000
$9.7 - $9.85 $97K - $98.5K
AUD
Audacy, Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
237,695
$0.94 - $2.95 $223K - $701K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q2 2022 Filed on Aug 04, 2022
1,969
$82.75 - $127.41 $163K - $251K
WDAY
Workday, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
1,113
$136.59 - $243.0 $152K - $270K
INTU
Intuit Inc

Technology
Q2 2022 Filed on Aug 04, 2022
675
$353.31 - $505.65 $238K - $341K
ZH
Zhihu Inc.

Communication Services
Q2 2022 Filed on Aug 04, 2022
10,250
$1.31 - $2.95 $13.4K - $30.2K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
63,910
$10.38 - $22.19 $663K - $1.42M
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Aug 04, 2022
12,702
$48.73 - $49.59 $619K - $630K
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2022 Filed on Aug 04, 2022
17,820
$59.34 - $62.5 $1.06M - $1.11M
NET
Cloudflare, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
3,403
$39.7 - $126.9 $135K - $432K
Draftkings Inc
Q2 2022 Filed on Aug 04, 2022
15,696
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q2 2022 Filed on Aug 04, 2022
6,206
$26.91 - $44.24 $167K - $275K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q2 2022 Filed on Aug 04, 2022
1,831
$107.41 - $121.51 $197K - $222K
MNA
Iq Merger Arbitrage ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
6,484
$30.16 - $32.18 $196K - $209K
CME
Cme Group Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
849
$188.48 - $244.3 $160K - $207K
Direxion Shs ETF Tr
Q2 2022 Filed on Aug 04, 2022
41,592
N/A
OWL
Blue Owl Capital Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
10,089
$9.93 - $14.47 $100K - $146K
HIPO
Hippo Holdings Inc.

Financial Services
Q2 2022 Filed on Aug 04, 2022
15,000
$0.76 - $2.08 $11.4K - $31.2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
14,987
$111.72 - $151.87 $1.67M - $2.28M
PBP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 04, 2022
296,393
$20.18 - $23.39 $5.98M - $6.93M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
26,324
$23.28 - $24.82 $613K - $653K
INTC
Intel Corp

Technology
Q2 2022 Filed on Aug 04, 2022
6,116
$36.97 - $49.2 $226K - $301K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 04, 2022
4,483
$38.85 - $50.6 $174K - $227K
AME
Ametek Inc

Industrials
Q2 2022 Filed on Aug 04, 2022
1,537
$107.14 - $134.38 $165K - $207K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q2 2022 Filed on Aug 04, 2022
13,153
$75.21 - $77.95 $989K - $1.03M
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 04, 2022
2,083
$56.81 - $112.28 $118K - $234K
TJX
Tjx Companies Inc

Consumer Cyclical
Q1 2022 Filed on May 13, 2022
3,075
$58.33 - $76.72 $179K - $236K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 13, 2022
80,492
$16.44 - $18.21 $1.32M - $1.47M
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q1 2022 Filed on May 13, 2022
26,266
$11.48 - $14.3 $302K - $376K
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 13, 2022
9,501
$40.54 - $62.63 $385K - $595K
MMM
3 M CO

Industrials
Q1 2022 Filed on May 13, 2022
1,181
$140.96 - $181.02 $166K - $214K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q1 2022 Filed on May 13, 2022
26,439
$11.23 - $13.58 $297K - $359K
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
55,622
$12.3 - $15.89 $684K - $884K
Apollo Global Mgmt Inc
Q1 2022 Filed on May 13, 2022
10,157
N/A
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