Denver Wealth Management, Inc. Purchases in Q3 2024

Denver Wealth Management, Inc.

  • $200 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.5K
+ 3.41%
$60.84 - $67.51 $1.49M - $1.65M
743K $50.2M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
44.9K
New
$50.52 - $50.95 $2.27M - $2.29M
44.9K $2.29M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.61K
+ 5.26%
$178.94 - $207.0 $1.36M - $1.58M
152K $30.6M
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.14K
+ 5.26%
$90.36 - $98.07 $646K - $701K
143K $14M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
7.7K
+ 6.9%
$48.51 - $52.86 $373K - $407K
119K $6.3M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.01K
+ 3.32%
$125.95 - $142.04 $127K - $143K
31.4K $4.46M
RDVY
First Trust Rising Dividend Ac

ETFs
451
+ 0.37%
$53.68 - $59.24 $24.2K - $26.7K
122K $7.23M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
23.7K
+ 35.35%
$19.2 - $19.82 $454K - $469K
90.6K $1.79M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.08K
New
$61.47 - $67.36 $435K - $477K
7.08K $476K
XLV
Select Sector Spdr Fund Health

ETFs
1.14K
+ 3.43%
$143.3 - $157.24 $163K - $179K
34.4K $5.3M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
3.72K
New
$94.31 - $103.26 $350K - $384K
3.72K $381K
USFR
Wisdomtree Floating Rate Treas

ETFs
5.99K
+ 121.9%
$50.2 - $50.48 $301K - $302K
10.9K $547K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 0.35%
$333.64 - $405.2 $5K - $6.08K
4.25K $1.72M
TSLA
Tesla, Inc.

Consumer Cyclical
885
New
$191.76 - $263.26 $170K - $233K
885 $231K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.9K
New
$31.18 - $33.5 $215K - $231K
6.9K $229K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
912
+ 4.83%
$81.1 - $89.18 $74K - $81.3K
19.8K $1.74M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
6.26K
+ 7.31%
$20.47 - $20.71 $128K - $130K
92K $1.9M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
326
+ 2.61%
$77.23 - $87.97 $25.2K - $28.7K
12.8K $1.11M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
127
+ 0.87%
$90.87 - $102.43 $11.5K - $13K
14.8K $1.46M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.72K
+ 5.29%
$24.29 - $24.63 $66K - $66.9K
54.1K $1.33M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
27
+ 0.49%
$95.1 - $106.76 $2.57K - $2.88K
5.55K $592K
XCEM
Columbia ETF Tr Ii

ETFs
404
+ 0.9%
$30.17 - $33.79 $12.2K - $13.7K
45.3K $1.48M
MA
Mastercard Inc

Financial Services
19
+ 3.09%
$429.6 - $500.99 $8.16K - $9.52K
633 $312K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
132
+ 5.32%
$105.53 - $118.34 $13.9K - $15.6K
2.61K $305K
SJNK
Spdr Bloomberg Short Term High

ETFs
546
+ 1.96%
$24.8 - $25.75 $13.5K - $14.1K
28.4K $731K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
300
+ 5.32%
$37.61 - $41.72 $11.3K - $12.5K
5.94K $247K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
100
+ 1.0%
$50.43 - $55.76 $5.04K - $5.58K
10.1K $564K
NVDA
Nvidia Corp

Technology
302
+ 12.47%
$98.91 - $134.91 $29.9K - $40.7K
2.72K $330K
DVY
Ishares Tr

ETFs
15
+ 0.76%
$119.99 - $135.74 $1.8K - $2.04K
1.99K $268K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
228
+ 2.67%
$56.04 - $62.99 $12.8K - $14.4K
8.78K $536K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
216
+ 2.71%
$37.98 - $41.19 $8.2K - $8.9K
8.2K $337K
ITOT
Ishares Core S&P Total U.S. St

ETFs
12
+ 0.37%
$113.41 - $125.62 $1.36K - $1.51K
3.23K $406K
JPM
Jpmorgan Chase & CO

Financial Services
8
+ 0.43%
$194.9 - $224.8 $1.56K - $1.8K
1.85K $389K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15
+ 0.37%
$57.32 - $62.65 $860 - $940
4.11K $255K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
100
+ 0.72%
$23.47 - $23.74 $2.35K - $2.37K
13.9K $330K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
85
+ 0.76%
$23.41 - $23.78 $1.99K - $2.02K
11.3K $268K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.33%
$182.15 - $182.15 $1.46K - $1.46K
2.44K $444K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
7.55K
+ 5.56%
N/A
143K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
89
+ 0.67%
N/A
13.4K $0
Rbb Fd Inc
5.12K
+ 4.53%
N/A
118K $0
FSCO
Fs Cr Opportunities Corp Com
3.45K
+ 10.52%
N/A
36.2K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
379
+ 2.14%
N/A
18.1K $0
J P Morgan Exchange Traded F
840
+ 19.01%
N/A
5.26K $0
XLE
Energy Sector Spdr

ETFs
212
+ 3.03%
$84.35 - $93.39 $17.9K - $19.8K
7.21K $633K
WFC
Wells Fargo & Company

Financial Services
103
+ 1.98%
$51.58 - $60.97 $5.31K - $6.28K
5.31K $299K
AMZN
Amazon Com Inc

Consumer Cyclical
17
+ 0.68%
$161.02 - $200.0 $2.74K - $3.4K
2.51K $467K
MSFT
Microsoft Corp

Technology
19
+ 1.32%
$395.15 - $467.56 $7.51K - $8.88K
1.46K $628K
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.58%
$111.15 - $128.97 $1.22K - $1.42K
1.91K $217K
Activity Summary
Buys All Purchases 49 New Holdings 5 Increased Positions 44 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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