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
USL
United States 12 Month Oil Fund, LP

ETFs
Q4 2020 Filed on Feb 16, 2021
10,000
$13.52 - $17.44 $135K - $174K
IYW
Ishares Dj Us Tech ETF

ETFs
Q4 2020 Filed on Feb 16, 2021
2,233
$73.15 - $85.83 $163K - $192K
MUSA
Murphy Usa Inc.

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
1,675
$120.03 - $136.8 $201K - $229K
SGOL
Abrdn Gold ETF Trust

ETFs
Q4 2020 Filed on Feb 16, 2021
10,450
$17.08 - $18.76 $178K - $196K
Zosano Pharma Corp Com New
Q4 2020 Filed on Feb 16, 2021
136,476
N/A
NMFC
New Mountain Finance Corp

Financial Services
Q4 2020 Filed on Feb 16, 2021
92,220
$9.07 - $12.16 $836K - $1.12M
Direxion Daily S&P 500 Bear 3 X Shares
Q4 2020 Filed on Feb 16, 2021
30,000
N/A
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q4 2020 Filed on Feb 16, 2021
46,421
$16.25 - $18.7 $754K - $868K
Landmark Infrastrctur Partr LP Com Unit LTD
Q4 2020 Filed on Feb 16, 2021
24,447
N/A
MGM
Mgm Resorts International

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
30,137
$20.1 - $31.67 $606K - $954K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
Q3 2020 Filed on Nov 16, 2020
5,827
$43.37 - $47.84 $253K - $279K
NFLX
Netflix Inc

Communication Services
Q3 2020 Filed on Nov 16, 2020
5,360
$466.93 - $556.55 $2.5M - $2.98M
ADT
Adt Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
16,774
$7.4 - $13.48 $124K - $226K
SBLK
Star Bulk Carriers Corp.

Industrials
Q3 2020 Filed on Nov 16, 2020
115,759
$5.96 - $7.44 $690K - $861K
NAN
Nuveen New York Quality Municipal Income Fund

Financial Services
Q3 2020 Filed on Nov 16, 2020
25,282
$13.5 - $14.24 $341K - $360K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
63,926
$13.25 - $14.12 $847K - $903K
CSII
Cardiovascular Systems Inc

Healthcare
Q2 2020 Filed on Aug 14, 2020
8,718
$30.3 - $42.55 $264K - $371K
Alps ETF Tr
Q2 2020 Filed on Aug 14, 2020
46,512
N/A
ASC
Ardmore Shipping Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
17,748
$4.19 - $7.49 $74.4K - $133K
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 14, 2020
252,592
N/A
GNK
Genco Shipping & Trading LTD

Industrials
Q2 2020 Filed on Aug 14, 2020
17,508
$4.51 - $7.39 $79K - $129K
PSX
Phillips 66

Energy
Q2 2020 Filed on Aug 14, 2020
4,922
$49.51 - $89.73 $244K - $442K
NEWT
Newtek Business Services Corp.

Financial Services
Q2 2020 Filed on Aug 14, 2020
27,951
$10.36 - $18.61 $290K - $520K
PXD
Pioneer Natural Resources CO

Energy
Q2 2020 Filed on Aug 14, 2020
3,960
$67.77 - $116.78 $268K - $462K
Scorpio Bulkers Inc
Q2 2020 Filed on Aug 14, 2020
33,958
N/A
Tallgrass Energy LP
Q2 2020 Filed on Aug 14, 2020
36,808
N/A
Ubs Ag London Branch
Q2 2020 Filed on Aug 14, 2020
22,500
N/A
CCL
Carnival Corp

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
33,631
$7.97 - $24.91 $268K - $838K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
15,448
$19.92 - $48.69 $308K - $752K
NGVT
Ingevity Corp

Basic Materials
Q2 2020 Filed on Aug 14, 2020
7,718
$34.66 - $57.89 $268K - $447K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q2 2020 Filed on Aug 14, 2020
5,000
$39.85 - $50.73 $199K - $254K
Apergy Corp
Q2 2020 Filed on Aug 14, 2020
48,254
N/A
AAL
American Airlines Group Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
44,787
$9.04 - $20.31 $405K - $910K
GFF
Griffon Corp

Industrials
Q2 2020 Filed on Aug 14, 2020
167,210
$12.0 - $19.99 $2.01M - $3.34M
GOGL
Golden Ocean Group LTD

Industrials
Q2 2020 Filed on Aug 14, 2020
65,215
$2.72 - $4.38 $177K - $286K
DIV
Global X Superdividend Us ETF

ETFs
Q1 2020 Filed on May 15, 2020
17,877
$11.17 - $23.98 $200K - $429K
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
Q1 2020 Filed on May 15, 2020
7,724
$26.45 - $29.35 $204K - $227K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q1 2020 Filed on May 15, 2020
6,442
$78.7 - $109.59 $507K - $706K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2020 Filed on May 15, 2020
45,028
$55.04 - $58.78 $2.48M - $2.65M
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2020 Filed on May 15, 2020
10,370
$39.27 - $49.27 $407K - $511K
PPBI
Pacific Premier Bancorp Inc

Financial Services
Q1 2020 Filed on May 15, 2020
17,548
$14.93 - $32.87 $262K - $577K
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
Q1 2020 Filed on May 15, 2020
12,658
$4.87 - $47.37 $61.6K - $600K
ATXI
Avenue Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 15, 2020
19,683
$6.44 - $11.32 $127K - $223K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q1 2020 Filed on May 15, 2020
5,834
$31.08 - $44.66 $181K - $261K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on May 15, 2020
717,253
$26.27 - $30.83 $18.8M - $22.1M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
Q1 2020 Filed on May 15, 2020
25,091
$91.55 - $114.49 $2.3M - $2.87M
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 15, 2020
27,575
N/A
FRGI
Fiesta Restaurant Group, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
20,775
$8.52 - $10.31 $177K - $214K
Diversified Rstrnt Hldgs Inc
Q4 2019 Filed on Feb 14, 2020
11,300
N/A
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