Denver Wealth Management, Inc. Reduced Holdings in Q1 2025

Denver Wealth Management, Inc.

  • $205 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-305
- 0.94%
$360.07 - $417.26 $110K - $127K
32.1K $11.6M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-13K
- 61.59%
$77.91 - $92.26 $1.02M - $1.2M
8.13K $646K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-55.8K
- 72.75%
$19.43 - $19.62 $1.08M - $1.1M
20.9K $409K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-53.3K
- 63.53%
$19.42 - $19.54 $1.03M - $1.04M
30.6K $596K
AAPL
Apple Inc.

Technology
-251
- 0.76%
$209.68 - $247.1 $52.6K - $62K
32.8K $7.28M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-44.6K
- 47.13%
$20.64 - $20.73 $921K - $925K
50.1K $1.04M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.73K
- 17.95%
$128.74 - $138.67 $737K - $794K
26.2K $3.55M
SPYG
Spdr Portfolio

ETFs
-751
- 1.06%
$80.05 - $92.39 $60.1K - $69.4K
70.1K $5.63M
XLU
Utilities Sector Spdr

ETFs
-4.93K
- 9.21%
$74.7 - $80.27 $368K - $396K
48.6K $3.83M
RWL
Invesco Exchange Traded Fd Tr

ETFs
-4.13K
- 2.82%
$96.9 - $104.39 $400K - $431K
142K $14.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-714
- 5.59%
$77.33 - $90.16 $55.2K - $64.4K
12K $944K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.73K
- 7.83%
$40.03 - $46.81 $69.1K - $80.8K
20.3K $828K
EFIV
Spdr Ser Tr Spdr S&P 500 Esg E

Technology
-1.67K
- 14.65%
$52.53 - $58.51 $87.7K - $97.7K
9.72K $520K
RDVY
First Trust Rising Dividend Ac

ETFs
-516
- 0.42%
$57.22 - $63.39 $29.5K - $32.7K
124K $7.24M
CHGX
Investment Managers Ser Tr Ii

ETFs
-1.75K
- 18.43%
$36.24 - $39.75 $63.4K - $69.6K
7.74K $285K
BSMP
Invesco Bulletshares 2025 Muni

ETFs
-2.53K
- 4.72%
$24.41 - $24.65 $61.8K - $62.4K
51K $1.25M
SPMD
Spdr Portfolio

ETFs
-34
- 0.22%
$50.21 - $57.73 $1.71K - $1.96K
15.5K $790K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-270
- 8.33%
$120.29 - $134.6 $32.5K - $36.3K
2.97K $362K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-357
- 1.79%
$48.02 - $53.02 $17.1K - $18.9K
19.6K $969K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-82
- 5.01%
$408.78 - $448.82 $33.5K - $36.8K
1.56K $652K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-273
- 1.59%
$78.0 - $84.37 $21.3K - $23K
16.8K $1.35M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2
- 0.23%
$522.96 - $601.18 $1.05K - $1.2K
852 $454K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3
- 0.11%
$102.49 - $119.96 $307 - $360
2.62K $273K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-1.39K
- 7.0%
$18.12 - $19.21 $25.2K - $26.8K
18.5K $337K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-154
- 0.66%
$22.77 - $24.73 $3.51K - $3.81K
23.2K $539K
PFE
Pfizer Inc

Healthcare
-204
- 1.68%
$25.01 - $27.13 $5.1K - $5.53K
11.9K $301K
PFF
Ishares Trust Ishares Pfd And

ETFs
-159
- 2.28%
$30.73 - $32.26 $4.89K - $5.13K
6.82K $209K
IHDG
Wisdomtree Tr

ETFs
-56
- 0.25%
$43.4 - $47.51 $2.43K - $2.66K
22.1K $958K
FVD
First Tr Value Line Divid Inde

ETFs
-770
- 2.38%
$42.61 - $45.51 $32.8K - $35K
31.6K $1.41M
BSMR
Invesco Bulletshares 2027 Muni

ETFs
-107
- 0.95%
$23.49 - $23.77 $2.51K - $2.54K
11.1K $261K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
-105
- 0.76%
$23.55 - $23.74 $2.47K - $2.49K
13.8K $324K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-156
- 2.79%
$97.38 - $104.52 $15.2K - $16.3K
5.44K $556K
Rbb Fd Inc
-24.6K
- 23.19%
N/A
81.6K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
-2.17K
- 12.53%
N/A
15.1K $0
FSCO
Fs Cr Opportunities Corp Com
-10.4K
- 29.3%
N/A
25.2K $0
MA
Mastercard Inc

Financial Services
-11
- 1.79%
$504.67 - $576.31 $5.55K - $6.34K
604 $331K
PSX
Phillips 66

Energy
-33
- 1.38%
$113.93 - $131.55 $3.76K - $4.34K
2.35K $290K
XLE
Energy Sector Spdr

ETFs
-165
- 2.37%
$85.7 - $93.96 $14.1K - $15.5K
6.79K $634K
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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