Independent Wealth Network Inc. Closed Holding Positions

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
IYR
Ishares Tr

ETFs
Q2 2022 Filed on Jul 26, 2022
3,605
$86.95 - $112.38 $313K - $405K
EFG
Msci Eafe Growth ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
2,319
$77.95 - $97.78 $181K - $227K
PLW
Invesco 1 30 Laddered Treasury

ETFs
Q2 2022 Filed on Jul 26, 2022
27,031
$30.03 - $33.75 $812K - $912K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
Q2 2022 Filed on Jul 26, 2022
11,904
$5.14 - $6.31 $61.2K - $75.1K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2022 Filed on Jul 26, 2022
9,229
$29.45 - $30.11 $272K - $278K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Jul 26, 2022
54,847
$38.85 - $50.6 $2.13M - $2.78M
ABR
Arbor Realty Trust Inc

Real Estate
Q2 2022 Filed on Jul 26, 2022
10,201
$12.31 - $17.6 $126K - $180K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
Q2 2022 Filed on Jul 26, 2022
7,511
$81.27 - $102.58 $610K - $770K
EFV
Msci Eafe Value ETF

ETFs
Q2 2022 Filed on Jul 26, 2022
6,232
$43.33 - $50.78 $270K - $316K
SLDP
Solid Power, Inc.

Industrials
Q2 2022 Filed on Jul 26, 2022
12,000
$5.38 - $9.86 $64.6K - $118K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 26, 2022
14,707
$11.35 - $13.23 $167K - $195K
FNDX
Schwab Fundamental U S Large C

ETFs
Q2 2022 Filed on Jul 26, 2022
4,719
$49.93 - $59.29 $236K - $280K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on Apr 20, 2022
4,860
$106.08 - $113.93 $516K - $554K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2022 Filed on Apr 20, 2022
5,563
$41.74 - $45.45 $232K - $253K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on Apr 20, 2022
18,067
$21.99 - $26.84 $397K - $485K
STE
Steris PLC

Healthcare
Q1 2022 Filed on Apr 20, 2022
861
$215.16 - $247.18 $185K - $213K
ROM
Proshares Ultra Technology

ETFs
Q1 2022 Filed on Apr 20, 2022
1,622
$38.79 - $64.38 $62.9K - $104K
PM
Philip Morris International Inc.

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
2,118
$88.87 - $111.9 $188K - $237K
RTM
Invesco S&P 500 Equal Weight M

ETFs
Q1 2022 Filed on Apr 20, 2022
1,154
$167.97 - $187.68 $194K - $217K
LUMN
Lumen Technologies, Inc.

Communication Services
Q1 2022 Filed on Apr 20, 2022
12,102
$9.62 - $13.77 $116K - $167K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,873
$90.78 - $115.41 $170K - $216K
SPY
Spdr S&P 500 ETF Trust

ETFs
Q1 2022 Filed on Apr 20, 2022
100
$416.25 - $477.71 $41.6K - $47.8K
Draftkings Inc
Q1 2022 Filed on Apr 20, 2022
7,400
N/A
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q1 2022 Filed on Apr 20, 2022
10,898
$24.05 - $26.88 $262K - $293K
USB
Us Bancorp \De\

Financial Services
Q1 2022 Filed on Apr 20, 2022
3,765
$52.65 - $63.25 $198K - $238K
NKE
Nike, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,263
$117.57 - $166.39 $148K - $210K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q1 2022 Filed on Apr 20, 2022
9,050
$50.1 - $50.39 $453K - $456K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
Q1 2022 Filed on Apr 20, 2022
4,792
$44.04 - $57.61 $211K - $276K
VTI
Vanguard Total Stock Market Et

ETFs
Q1 2022 Filed on Apr 20, 2022
3,265
$209.9 - $242.97 $685K - $793K
VV
Vanguard Large Cap ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
1,297
$191.25 - $221.63 $248K - $287K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
Q1 2022 Filed on Apr 20, 2022
19,841
$51.49 - $53.86 $1.02M - $1.07M
BAC
Bank Of America Corp

Financial Services
Q1 2022 Filed on Apr 20, 2022
5,450
$38.34 - $49.38 $209K - $269K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q1 2022 Filed on Apr 20, 2022
2,258
$141.01 - $175.1 $318K - $395K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,081
$202.19 - $259.81 $219K - $281K
TGT
Target Corp

Consumer Defensive
Q4 2021 Filed on Feb 10, 2022
829
$217.74 - $266.39 $181K - $221K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 10, 2022
200
$49.94 - $66.29 $9.99K - $13.3K
VO
Vanguard Mid Cap ETF

ETFs
Q4 2021 Filed on Feb 10, 2022
8,469
$236.98 - $261.2 $2.01M - $2.21M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q4 2021 Filed on Feb 10, 2022
2,486
$100.59 - $101.79 $250K - $253K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2021 Filed on Feb 10, 2022
1,986
$173.56 - $193.75 $345K - $385K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q4 2021 Filed on Feb 10, 2022
9,628
$17.79 - $28.92 $171K - $278K
MS
Morgan Stanley

Financial Services
Q4 2021 Filed on Feb 10, 2022
2,074
$94.82 - $104.66 $197K - $217K
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