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
Blackrock Muniyield Calif Fd
Q4 2019 Filed on Feb 14, 2020
56,107
N/A
LUB
Luby'S, Inc.

Consumer Cyclical
Q4 2019 Filed on Feb 14, 2020
31,746
N/A
Src Energy Inc
Q3 2019 Filed on Nov 26, 2019
10,658
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 26, 2019
5,030
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q3 2019 Filed on Nov 26, 2019
6,801
$31.8 - $32.37 $216K - $220K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q2 2019 Filed on Aug 19, 2019
23,165
N/A
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q2 2019 Filed on Aug 19, 2019
8,404
N/A
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
Q2 2019 Filed on Aug 19, 2019
23,696
$4.77 - $5.23 $113K - $124K
JRS
Nuveen Real Estate Income Fund

Financial Services
Q2 2019 Filed on Aug 19, 2019
11,862
$9.95 - $10.65 $118K - $126K
Apollo Global Mgmt LLC
Q2 2019 Filed on Aug 19, 2019
8,571
N/A
NYCB
New York Community Bancorp Inc

Financial Services
Q2 2019 Filed on Aug 19, 2019
12,668
$9.54 - $12.0 $121K - $152K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q2 2019 Filed on Aug 19, 2019
19,723
$5.81 - $6.36 $115K - $125K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
Q2 2019 Filed on Aug 19, 2019
69,548
$25.91 - $26.43 $1.8M - $1.84M
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2019 Filed on May 13, 2019
1,165
$173.97 - $189.9 $203K - $221K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2019 Filed on May 13, 2019
7,123
$96.81 - $112.18 $690K - $799K
Wynn Resorts LTD
Q4 2018 Filed on Feb 14, 2019
75
N/A
VZ
Verizon Communications Inc

Communication Services
Q4 2018 Filed on Feb 14, 2019
5,030
$53.05 - $60.65 $267K - $305K
Vaneck Vectors ETF Tr
Q4 2018 Filed on Feb 14, 2019
291,264
N/A
TWTR
Twitter, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
13,397
$26.45 - $36.25 $354K - $486K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
16,945
$8.22 - $8.46 $139K - $143K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q4 2018 Filed on Feb 14, 2019
12,386
N/A
CCS
Century Communities, Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
24,660
$16.67 - $26.18 $411K - $646K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
3,091
$92.01 - $127.14 $284K - $393K
PEY
Invesco Exchange Traded Fd Tr

ETFs
Q3 2018 Filed on Nov 15, 2018
10,454
$17.56 - $18.34 $184K - $192K
Vitamin Shoppe Inc Com
Q3 2018 Filed on Nov 15, 2018
38,299
N/A
LBTYA
Liberty Global PLC

Communication Services
Q3 2018 Filed on Nov 15, 2018
11,170
$25.9 - $29.47 $289K - $329K
BZUN
Baozun Inc.

Consumer Cyclical
Q3 2018 Filed on Nov 15, 2018
5,394
$44.41 - $64.22 $240K - $346K
BIDU
Baidu, Inc.

Communication Services
Q3 2018 Filed on Nov 15, 2018
2,654
$213.47 - $271.45 $567K - $720K
Progenics Pharmaceuticals In Com
Q3 2018 Filed on Nov 15, 2018
14,004
N/A
Ocera Therapeutics Inc Com
Q4 2017 Filed on Jul 19, 2018
62,315
N/A
Synergy Res Corp
Q1 2017 Filed on Jul 19, 2018
11,600
N/A
MBII
Marrone Bio Innovations Inc

Basic Materials
Q1 2018 Filed on Jul 19, 2018
10,256
$1.02 - $2.32 $10.5K - $23.8K
Powershares ETF Tr
Q2 2018 Filed on Jul 19, 2018
415,475
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q1 2018 Filed on Jul 19, 2018
11,762
$20.35 - $22.55 $239K - $265K
Powershares ETF Tr
Q2 2018 Filed on Jul 19, 2018
27,321
N/A
Powershares Qqq Trust
Q2 2018 Filed on Jul 19, 2018
251,461
N/A
Bats Global Mkts Inc
Q1 2017 Filed on Jul 19, 2018
11,615
N/A
Powershares Global ETF Fd
Q1 2018 Filed on Jul 19, 2018
194,501
N/A
Powershares ETF Trust
Q1 2018 Filed on Jul 19, 2018
393,399
N/A
Vaneck Vectors ETF Tr
Q1 2018 Filed on Jul 19, 2018
62,127
N/A
Powershares ETF Trust
Q2 2018 Filed on Jul 19, 2018
17,910
N/A
LYV
Live Nation Entertainment, Inc.

Communication Services
Q2 2018 Filed on Jul 19, 2018
6,648
$36.61 - $48.73 $243K - $324K
Eleven Biotherapeutics Inc
Q2 2018 Filed on Jul 19, 2018
39,665
N/A
EQIX
Equinix Inc

Real Estate
Q1 2018 Filed on Jul 19, 2018
449
$381.82 - $458.2 $171K - $206K
Cyclacel Pharmaceuticals Inc
Q2 2018 Filed on Jul 19, 2018
12,677
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q2 2018 Filed on Jul 19, 2018
10,815
$11.6 - $19.27 $125K - $208K
Impax Laboratories Inc
Q3 2017 Filed on Jul 19, 2018
10,000
N/A
Asterias Biotherapeutics Inc
Q2 2018 Filed on Jul 19, 2018
15,000
N/A
Exchange Listed Fds Tr
Q2 2017 Filed on Jul 19, 2018
4,487
N/A
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