Bcs Wealth Management New Holdings in Q1 2024

Bcs Wealth Management

$312 Million
Q1 2024

Stock	Shares change	Price Range	Shares Held	Trade History
Invesco Exchng Trad Slf Inde	36.4K New	N/A	36.4K $760K
GBTC Grayscale Bitcoin Trust (Btc) ETFs	9.2K New	$34.88 - $65.58 $321K - $603K	9.2K $581K
BMAR Innovator U.S. Equity Buffer E ETFs	13.7K New	$39.28 - $41.67 $538K - $571K	13.7K $571K
BJAN Innovator U.S. Equity Buffer E ETFs	8.41K New	$40.34 - $43.54 $339K - $366K	8.41K $366K
Innovator Etfs Trust	12.6K New	N/A	12.6K $324K
DIS Walt Disney CO Communication Services	2.44K New	$89.29 - $122.36 $218K - $299K	2.44K $299K
Innovator Etfs Trust	6.41K New	N/A	6.41K $280K
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	4.75K New	$51.38 - $59.17 $244K - $281K	4.75K $268K
VCIT Vanguard Intermediate Term Cor ETFs	3.27K New	$79.39 - $81.28 $260K - $266K	3.27K $263K
Innovator Etfs Trust	7.32K New	N/A	7.32K $259K
IBHD Ishares Ibonds 2024 Term High ETFs	10.7K New	$23.16 - $23.38 $248K - $250K	10.7K $250K
XLY Select Sector Spdr Consumer Di ETFs	1.34K New	$170.9 - $185.02 $229K - $248K	1.34K $247K
VGT Vanguard Information Technolog ETFs	444 New	$462.18 - $530.16 $205K - $235K	444 $233K
OXY Occidental Petroleum Corp Energy	3.52K New	$56.22 - $64.99 $198K - $229K	3.52K $229K
IBM International Business Machines Corp Technology	1.19K New	$159.16 - $197.78 $189K - $235K	1.19K $227K
LRCX Lam Research Corp Technology	220 New	$731.08 - $994.57 $161K - $219K	220 $214K
PHYS Sprott Physical Gold Trust Financial Services	12K New	$15.36 - $17.3 $184K - $208K	12K $208K
SQM Chemical & Mining CO Of Chile Inc Basic Materials	4.1K New	$39.35 - $59.44 $161K - $244K	4.1K $202K
PSLV Sprott Physical Silver Trust Financial Services	10.5K New	$7.43 - $8.47 $77.9K - $88.9K	10.5K $87K

Activity Summary All Purchases 117 New Holdings 19 Increased Positions 98 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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