Epg Wealth Management LLC Closed Holding Positions

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
Q1 2020 Filed on May 05, 2020
3,524
$20.87 - $25.45 $73.5K - $89.7K
Aon PLC Shs Cl A
Q1 2020 Filed on May 05, 2020
58
N/A
CFA
Victory Portfolios Ii Shs Us 5

ETFs
Q1 2020 Filed on May 05, 2020
3,025
$36.19 - $58.24 $109K - $176K
United Technologies Corp Com
Q1 2020 Filed on May 05, 2020
1,174
N/A
IIM
Invesco Value Municipal Income Trust

Financial Services
Q1 2020 Filed on May 05, 2020
578
$11.35 - $15.98 $6.56K - $9.24K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2020 Filed on May 05, 2020
3,973
$43.92 - $49.69 $174K - $197K
Spdr S&P Oil & Gas Equipment & Services ETF
Q1 2020 Filed on May 05, 2020
236
N/A
Tortoise Energy Infra Corp Com
Q1 2020 Filed on May 05, 2020
471
N/A
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
5
$320.01 - $409.07 $1.6K - $2.05K
VEU
Vanguard Ftse All World Ex Us

ETFs
Q1 2020 Filed on May 05, 2020
2,295
$35.86 - $54.78 $82.3K - $126K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2020 Filed on May 05, 2020
107
$12.52 - $25.06 $1.34K - $2.68K
IP
International Paper CO

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
245
$25.07 - $43.32 $6.14K - $10.6K
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
Q1 2020 Filed on May 05, 2020
77
$3.75 - $12.67 $289 - $976
TCRT
Alaunos Therapeutics, Inc.

Healthcare
Q1 2020 Filed on May 05, 2020
2,000
$1.9 - $4.98 $3.8K - $9.96K
ING
Ing Groep Nv

Financial Services
Q1 2020 Filed on May 05, 2020
138
$4.7 - $12.43 $649 - $1.72K
FNV
Franco Nevada Corp

Basic Materials
Q1 2020 Filed on May 05, 2020
100
$87.98 - $120.61 $8.8K - $12.1K
FDEU
First Trust Dynamic Europe Equity Income Fund

Financial Services
Q1 2020 Filed on May 05, 2020
874
$7.5 - $15.33 $6.56K - $13.4K
BCS
Barclays PLC

Financial Services
Q1 2020 Filed on May 05, 2020
21
$3.84 - $9.76 $80.6 - $205
PGR
Progressive Corp

Financial Services
Q1 2020 Filed on May 05, 2020
234
$66.55 - $83.86 $15.6K - $19.6K
Cit Group Inc Com New
Q1 2020 Filed on May 05, 2020
138
N/A
PSJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 05, 2020
0
N/A
SOXL
Direxion Daily Semiconductor B

ETFs
Q1 2020 Filed on May 05, 2020
0
$4.26 - $21.73 $0 - $0
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q1 2020 Filed on May 05, 2020
626
$20.89 - $34.14 $13.1K - $21.4K
EEMV
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 05, 2020
75
$42.59 - $59.58 $3.19K - $4.47K
Ingersoll Rand PLC Shs
Q1 2020 Filed on May 05, 2020
237
N/A
Pennymac Corp 5.375 05/01/2020
Q1 2020 Filed on May 05, 2020
12,000
N/A
AINV
Apollo Investment Corp

Financial Services
Q1 2020 Filed on May 05, 2020
134
$6.22 - $17.65 $833 - $2.37K
IPAY
Etfmg Prime Mobile Payments Et

ETFs
Q1 2020 Filed on May 05, 2020
100
$31.51 - $55.22 $3.15K - $5.52K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2020 Filed on May 05, 2020
458
$25.01 - $65.0 $11.5K - $29.8K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q1 2020 Filed on May 05, 2020
75
$44.1 - $51.09 $3.31K - $3.83K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2020 Filed on May 05, 2020
213
$54.94 - $81.34 $11.7K - $17.3K
SURE
Advisorshares Trust Advisorsha
Q1 2020 Filed on May 05, 2020
104
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q1 2020 Filed on May 05, 2020
311
$27.15 - $43.59 $8.44K - $13.6K
RXI
Ishares Tr

ETFs
Q1 2020 Filed on May 05, 2020
514
$82.78 - $128.65 $42.5K - $66.1K
K
Kellogg CO

Consumer Defensive
Q1 2020 Filed on May 05, 2020
200
$53.56 - $70.88 $10.7K - $14.2K
DFS
Discover Financial Services

Financial Services
Q1 2020 Filed on May 05, 2020
643
$25.25 - $85.85 $16.2K - $55.2K
TOL
Toll Brothers, Inc.

Consumer Cyclical
Q1 2020 Filed on May 05, 2020
1,338
$13.8 - $49.25 $18.5K - $65.9K
Spdr S&P Oil & Gas Exploration & Production ETF
Q1 2020 Filed on May 05, 2020
300
N/A
SU
Suncor Energy Inc

Energy
Q1 2020 Filed on May 05, 2020
106
$10.45 - $34.48 $1.11K - $3.65K
UNM
Unum Group

Financial Services
Q1 2020 Filed on May 05, 2020
120
$10.38 - $30.21 $1.25K - $3.63K
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
Q1 2020 Filed on May 05, 2020
127
$44.88 - $55.51 $5.7K - $7.05K
TXT
Textron Inc

Industrials
Q1 2020 Filed on May 05, 2020
10
$21.66 - $50.93 $217 - $509
SA
Seabridge Gold Inc

Basic Materials
Q1 2020 Filed on May 05, 2020
500
$6.34 - $14.17 $3.17K - $7.09K
GVAL
Cambria Global Value ETF
Q1 2020 Filed on May 05, 2020
1,066
N/A
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