Bcs Wealth Management Reduced Holdings in Q3 2024

Bcs Wealth Management

  • $235 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-9.59K
- 29.56%
$207.23 - $234.82 $1.99M - $2.25M
22.9K $5.33M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-34.2K
- 7.35%
$21.05 - $21.17 $720K - $724K
431K $9.11M
TSLA
Tesla, Inc.

Consumer Cyclical
-3.36K
- 68.6%
$191.76 - $263.26 $645K - $886K
1.54K $403K
PSEP
Innovator U.S. Equity Power Bu
-8.02K
- 18.33%
N/A
35.7K $1.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-961
- 9.07%
$161.02 - $200.0 $155K - $192K
9.63K $1.8M
BAUG
Innovator U.S. Equity Buffer E
-6.61K
- 27.89%
N/A
17.1K $731K
Innovator Etfs Trust
-4.98K
- 19.34%
N/A
20.8K $871K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.61K
- 4.34%
$76.94 - $79.54 $355K - $367K
102K $8.08M
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.91K
- 7.45%
$37.79 - $38.95 $148K - $152K
48.6K $1.89M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-6.43K
- 4.56%
$34.29 - $36.04 $220K - $232K
135K $4.85M
GOOG
Alphabet Inc.

Communication Services
-209
- 7.5%
$149.54 - $192.66 $31.3K - $40.3K
2.58K $431K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-1.99K
- 12.13%
$39.49 - $42.12 $78.4K - $83.6K
14.4K $606K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.38K
- 5.66%
$22.61 - $22.79 $31.2K - $31.5K
23K $523K
BMAY
Innovator U.S. Equity Buffer E

ETFs
-1.18K
- 10.75%
$36.7 - $39.46 $43.3K - $46.6K
9.8K $387K
PNOV
Innovator U.S. Equity Power Bu
-1.24K
- 3.63%
N/A
33K $1.22M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-731
- 8.21%
$36.66 - $38.13 $26.8K - $27.9K
8.18K $312K
IOCT
Innovator Etfs Tr Intl Dev Pow
-1.3K
- 9.77%
N/A
12K $369K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-649
- 6.03%
$40.71 - $42.45 $26.4K - $27.6K
10.1K $430K
TOWN
Towne Bank (Va)

Financial Services
-3K
- 21.11%
$26.78 - $34.85 $80.2K - $104K
11.2K $370K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-221
- 6.33%
$82.41 - $92.06 $18.2K - $20.3K
3.27K $295K
WM
Waste Management Inc

Industrials
-20
- 2.03%
$196.96 - $223.45 $3.94K - $4.47K
967 $201K
SPMD
Spdr Portfolio

ETFs
-833
- 7.08%
$50.29 - $54.92 $41.9K - $45.7K
10.9K $598K
MAA
Mid America Apartment Communities Inc.

Real Estate
-176
- 11.54%
$138.8 - $166.65 $24.4K - $29.3K
1.35K $214K
XLK
Technology Sector Spdr

ETFs
-1
- 0.05%
$197.34 - $237.68 $197 - $238
1.85K $418K
CORP
Pimco Investment Grade Corp Bd

ETFs
-129
- 4.5%
$94.36 - $100.01 $12.2K - $12.9K
2.74K $272K
Innovator Etfs Trust
-592
- 2.09%
N/A
27.8K $1.2M
VLUE
Ishares Msci Usa Value Factor

ETFs
-31
- 1.38%
$99.14 - $109.18 $3.07K - $3.38K
2.22K $242K
PDEC
Innovator U.S. Equity Power Bu
-887
- 1.63%
N/A
53.6K $2.06M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-800
- 2.8%
$11.52 - $12.52 $9.22K - $10K
27.8K $343K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-10
- 0.07%
$47.01 - $48.2 $470 - $482
14.7K $706K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.42K
- 3.19%
$39.37 - $41.68 $55.9K - $59.2K
43.1K $1.78M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-16
- 0.12%
$41.71 - $45.02 $667 - $720
13.7K $615K
XLP
Consumer Staples Sector Spdr

ETFs
-147
- 2.4%
$76.04 - $76.04 $11.2K - $11.2K
5.97K $496K
PHYS
Sprott Physical Gold Trust

Financial Services
-37
- 0.31%
$18.12 - $20.72 $670 - $767
12K $244K
VZ
Verizon Communications Inc

Communication Services
-295
- 2.65%
$38.89 - $45.0 $11.5K - $13.3K
10.8K $487K
RF
Regions Financial Corp

Financial Services
-1.26K
- 6.92%
$19.51 - $23.42 $24.6K - $29.5K
16.9K $395K
IAPR
Innovator Etfs Tr Internationa

ETFs
-85
- 0.3%
$26.49 - $28.58 $2.25K - $2.43K
28.7K $814K
HDV
Ishares Core High Dividend ETF

ETFs
-1
- 0.02%
$107.62 - $118.76 $108 - $119
4.93K $580K
ABT
Abbott Laboratories

Healthcare
-73
- 1.27%
$100.07 - $118.13 $7.31K - $8.62K
5.68K $647K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.79K
- 7.77%
$38.04 - $45.36 $68.1K - $81.2K
21.2K $949K
TFC
Truist Financial Corp

Financial Services
-197
- 0.65%
$38.22 - $44.94 $7.53K - $8.85K
30.2K $1.29M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-608
- 2.16%
$85.84 - $85.84 $52.2K - $52.2K
27.5K $2.67M
Activity Summary
Buys All Purchases 79 New Holdings 14 Increased Positions 65 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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