Bcgm Wealth Management, LLC Closed Holding Positions

Bcgm Wealth Management, LLC

  • $287 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLE
Energy Sector Spdr

ETFs
Q2 2022 Filed on Aug 01, 2022
19,039
$70.66 - $92.28 $1.35M - $1.76M
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Aug 01, 2022
32,144
$38.85 - $50.6 $1.25M - $1.63M
CATH
Global X Fds Global X S&P 500

ETFs
Q2 2022 Filed on Aug 01, 2022
5,733
$44.71 - $56.31 $256K - $323K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
1,234
$188.16 - $253.27 $232K - $313K
GILD
Gilead Sciences, Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
10,100
$57.72 - $65.01 $583K - $657K
ITM
Vaneck Intermediate Muni ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
10,937
$44.55 - $47.22 $487K - $516K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q1 2022 Filed on May 02, 2022
38,306
$46.39 - $59.58 $1.78M - $2.28M
RDVY
First Trust Rising Dividend Ac

ETFs
Q1 2022 Filed on May 02, 2022
13,730
$46.62 - $52.79 $640K - $725K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on May 02, 2022
7,575
$44.04 - $57.61 $334K - $436K
PMAR
Innovator U.S. Equity Power Bu

ETFs
Q1 2022 Filed on May 02, 2022
14,241
$30.92 - $32.52 $440K - $463K
KAPR
Innovator U.S. Small Cap Power

ETFs
Q1 2022 Filed on May 02, 2022
10,106
$25.8 - $27.78 $261K - $281K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on May 02, 2022
5,196
$52.29 - $96.99 $272K - $504K
Innovator Etfs Tr
Q1 2022 Filed on May 02, 2022
7,664
N/A
BIBL
Northern Lts Fd Tr Iv

ETFs
Q4 2021 Filed on Feb 01, 2022
4,501
$37.3 - $46.5 $168K - $209K
ALLK
Allakos Inc.

Healthcare
Q4 2021 Filed on Feb 01, 2022
3,393
$8.55 - $111.89 $29K - $380K
KSU
Kansas City Southern

Industrials
Q2 2021 Filed on Aug 02, 2021
2,831
N/A
BNDX
Vanguard Total International B

ETFs
Q2 2021 Filed on Aug 02, 2021
9,278
$56.57 - $57.29 $525K - $532K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q1 2021 Filed on Apr 21, 2021
5,440
$35.74 - $38.15 $194K - $208K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q1 2021 Filed on Apr 21, 2021
11,319
$30.64 - $30.7 $347K - $347K
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q1 2021 Filed on Apr 21, 2021
9,212
$28.6 - $29.33 $263K - $270K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2021 Filed on Apr 21, 2021
4,114
$45.48 - $49.44 $187K - $203K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2021 Filed on Apr 21, 2021
8,578
$31.23 - $31.41 $268K - $269K
FIBR
Ishares U.S. Fixed Income Bala

ETFs
Q1 2021 Filed on Apr 21, 2021
2,130
$99.48 - $102.61 $212K - $219K
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