Financial Enhancement Group LLC Closed Holding Positions

Financial Enhancement Group LLC

  • $569 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q2 2020 Filed on Aug 14, 2020
148
$37.99 - $51.32 $5.62K - $7.6K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q2 2020 Filed on Aug 14, 2020
589
$24.62 - $31.42 $14.5K - $18.5K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
117
$32.45 - $48.54 $3.8K - $5.68K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
Q2 2020 Filed on Aug 14, 2020
563
$50.54 - $64.22 $28.5K - $36.2K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q2 2020 Filed on Aug 14, 2020
19,090
$44.01 - $63.03 $840K - $1.2M
Credit Suisse Ag Nassau Brh
Q2 2020 Filed on Aug 14, 2020
27,332
N/A
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q2 2020 Filed on Aug 14, 2020
458
$46.66 - $61.22 $21.4K - $28K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
Q2 2020 Filed on Aug 14, 2020
298
$97.7 - $126.74 $29.1K - $37.8K
YEXT
Yext, Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
71,227
$8.83 - $17.76 $629K - $1.26M
IXUS
Ishares Tr

ETFs
Q2 2020 Filed on Aug 14, 2020
175
$44.8 - $57.28 $7.84K - $10K
CCXI
Chemo Centryx, Inc.
Q2 2020 Filed on Aug 14, 2020
24,694
$38.58 - $65.07 $953K - $1.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
978
$50.99 - $75.55 $49.9K - $73.9K
COST
Costco Wholesale Corp

Consumer Defensive
Q1 2020 Filed on May 04, 2020
40
$279.85 - $324.08 $11.2K - $13K
POCT
Innovator U.S. Equity Power Bu

ETFs
Q1 2020 Filed on May 04, 2020
32,838
$20.78 - $25.59 $682K - $840K
HYRE
Hyre Car Inc.

Industrials
Q1 2020 Filed on May 04, 2020
6,700
$1.33 - $4.05 $8.91K - $27.1K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 04, 2020
79
$33.22 - $89.84 $2.62K - $7.1K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q1 2020 Filed on May 04, 2020
32,184
$22.4 - $26.45 $721K - $851K
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2020 Filed on May 04, 2020
3,107
$281.31 - $380.25 $874K - $1.18M
SSB
South State Corp

Financial Services
Q1 2020 Filed on May 04, 2020
206
$53.68 - $87.09 $11.1K - $17.9K
REZI
Resideo Technologies, Inc.

Industrials
Q1 2020 Filed on May 04, 2020
41
$4.25 - $12.55 $174 - $515
Frontier Communications Corp
Q1 2020 Filed on May 04, 2020
38
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2020 Filed on May 04, 2020
13,912
N/A
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q1 2020 Filed on May 04, 2020
2
$16.8 - $23.39 $33.6 - $46.8
SCI
Service Corp International

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
708
$34.86 - $52.83 $24.7K - $37.4K
EFG
Msci Eafe Growth ETF

ETFs
Q1 2020 Filed on May 04, 2020
7,540
$62.16 - $88.65 $469K - $668K
MRO
Marathon Oil Corp

Energy
Q1 2020 Filed on May 04, 2020
18
$3.24 - $13.96 $58.3 - $251
EPI
Wisdomtree Tr India Earnings F

ETFs
Q1 2020 Filed on May 04, 2020
9,854
$14.28 - $25.67 $141K - $253K
TEN
Tenneco Inc

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
25
$2.69 - $13.86 $67.3 - $347
Raytheon CO
Q1 2020 Filed on May 04, 2020
130
N/A
VT
Vanguard Total World Stk Index

ETFs
Q1 2020 Filed on May 04, 2020
487
$54.48 - $83.17 $26.5K - $40.5K
SMSI
Smith Micro Software, Inc.

Technology
Q1 2020 Filed on May 04, 2020
39,075
$3.42 - $6.87 $134K - $268K
BDX
Becton Dickinson & CO

Healthcare
Q1 2020 Filed on May 04, 2020
54
$195.69 - $279.01 $10.6K - $15.1K
MET
Metlife Inc

Financial Services
Q1 2020 Filed on May 04, 2020
89
$23.53 - $52.61 $2.09K - $4.68K
VRTV
Veritiv Corp

Industrials
Q1 2020 Filed on May 04, 2020
2
$5.75 - $19.29 $11.5 - $38.6
SIRI
Sirius Xm Holdings Inc.

Communication Services
Q1 2020 Filed on May 04, 2020
115
$4.44 - $7.34 $511 - $844
MSI
Motorola Solutions, Inc.

Technology
Q1 2020 Filed on May 04, 2020
172
$124.56 - $186.12 $21.4K - $32K
AMT
American Tower Corp

Real Estate
Q1 2020 Filed on May 04, 2020
4,772
$179.09 - $256.9 $855K - $1.23M
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2020 Filed on May 04, 2020
312
$7.87 - $14.77 $2.46K - $4.61K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q1 2020 Filed on May 04, 2020
4
$14.63 - $32.8 $58.5 - $131
DXC
Dxc Technology CO

Technology
Q1 2020 Filed on May 04, 2020
133
$9.31 - $36.76 $1.24K - $4.89K
Celgene Corp
Q4 2019 Filed on Jan 31, 2020
50
N/A
PETS
Petmed Express Inc

Healthcare
Q4 2019 Filed on Jan 31, 2020
200
$17.87 - $27.37 $3.57K - $5.47K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2019 Filed on Jan 31, 2020
3
$34.97 - $38.17 $105 - $115
EWH
Ishares Msci Hong Kong ETF

ETFs
Q4 2019 Filed on Jan 31, 2020
1
$22.3 - $24.85 $22.3 - $24.9
DSL
Double Line Income Solutions Fund

Financial Services
Q4 2019 Filed on Jan 31, 2020
3
$19.14 - $20.18 $57.4 - $60.5
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2019 Filed on Jan 31, 2020
341
$53.04 - $53.35 $18.1K - $18.2K
SJB
Proshares Tr Short High Yield

ETFs
Q4 2019 Filed on Jan 31, 2020
34,774
$20.57 - $21.33 $715K - $742K
Delphi Technologies PLC
Q4 2019 Filed on Jan 31, 2020
33
N/A
IWD
Ishares Russell 1000 Val ETF

ETFs
Q4 2019 Filed on Jan 31, 2020
408
$123.85 - $136.67 $50.5K - $55.8K
Track This Portfolio

Track Financial Enhancement Group LLC Portfolio

Follow Financial Enhancement Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Enhancement Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Enhancement Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email