J.W. Cole Advisors, Inc. Purchases in Q3 2024

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
4.33K
+ 8.33%
$7.86 - $8.77 $34K - $37.9K
56.2K $490K
AIQ
Global X Funds Global X Artifi

ETFs
681
+ 3.99%
$31.85 - $37.36 $21.7K - $25.4K
17.8K $660K
AON
Aon PLC

Financial Services
2
+ 0.2%
$293.16 - $351.06 $586 - $702
979 $338K
NXTG
First Tr Exchange Traded Fd Ii

ETFs
86
+ 1.06%
$78.05 - $88.63 $6.71K - $7.62K
8.23K $718K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
182
+ 1.59%
$48.89 - $54.14 $8.9K - $9.85K
11.7K $621K
BTO
John Hancock Financial Opportunities Fund

Financial Services
120
+ 1.36%
$27.89 - $33.45 $3.35K - $4.01K
8.94K $296K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
245
+ 2.61%
$50.02 - $54.5 $12.3K - $13.4K
9.63K $524K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
188
+ 2.93%
$52.25 - $58.97 $9.82K - $11.1K
6.61K $389K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
725
+ 2.81%
$59.61 - $60.15 $43.2K - $43.6K
26.5K $1.59M
IJS
Ishares S&P Smallcap 600 Value

ETFs
5
+ 0.11%
$95.81 - $109.03 $479 - $545
4.67K $502K
BAC
Bank Of America Corp

Financial Services
1.43K
+ 1.34%
$36.65 - $44.13 $52.2K - $62.9K
108K $4.27M
FTHI
First Trust Exchange Traded Fd

ETFs
1.82K
+ 18.56%
$21.47 - $23.16 $39.1K - $42.2K
11.6K $267K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
795
+ 10.94%
$41.34 - $43.55 $32.9K - $34.6K
8.06K $348K
BK
Bank Of New York Mellon Corp

Financial Services
13
+ 0.35%
$59.54 - $72.17 $774 - $938
3.78K $271K
AWK
American Water Works Company, Inc.

Utilities
93
+ 4.94%
$127.76 - $149.9 $11.9K - $13.9K
1.98K $289K
CWB
Spdr Bloomberg Convertible Sec

ETFs
33
+ 0.35%
$71.19 - $76.59 $2.35K - $2.53K
9.33K $714K
JCI
Johnson Controls International PLC

Industrials
125
+ 4.03%
$65.52 - $77.61 $8.19K - $9.7K
3.23K $250K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$102.34 - $114.52 $102 - $115
4.16K $476K
SCCO
Southern Copper Corp

Basic Materials
227
+ 10.4%
$94.1 - $120.43 $21.4K - $27.3K
2.41K $278K
IWY
Ishares Tr Russell 200 Growth

ETFs
65
+ 1.29%
$194.66 - $225.97 $12.7K - $14.7K
5.09K $1.12M
FSMD
Fidelity Covington Tr Small Mi

ETFs
468
+ 7.44%
$37.22 - $41.47 $17.4K - $19.4K
6.76K $279K
ZTS
Zoetis Inc.

Healthcare
41
+ 2.61%
$172.58 - $196.48 $7.08K - $8.06K
1.61K $314K
RNST
Renasant Corp

Financial Services
856
+ 11.72%
$29.78 - $37.09 $25.5K - $31.7K
8.16K $265K
AMZN
Amazon Com Inc

Consumer Cyclical
7.22K
+ 3.83%
$161.02 - $200.0 $1.16M - $1.44M
196K $36.4M
EWG
Ishares Msci Germany ETF

ETFs
100
+ 0.85%
$29.49 - $33.93 $2.95K - $3.39K
11.8K $399K
MFC
Manulife Financial Corp

Financial Services
49
+ 0.37%
$24.13 - $29.63 $1.18K - $1.45K
13.3K $393K
EFV
Msci Eafe Value ETF

ETFs
49
+ 0.63%
$51.72 - $57.96 $2.53K - $2.84K
7.84K $451K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
82
+ 1.8%
$71.9 - $79.86 $5.9K - $6.55K
4.63K $367K
IWX
Ishares Tr Russell 200 Value E

ETFs
21
+ 0.41%
$74.49 - $81.27 $1.56K - $1.71K
5.15K $418K
FTSL
First Trust Senior Ln Fund

ETFs
497
+ 0.68%
$45.51 - $46.26 $22.6K - $23K
73.2K $3.36M
CTVA
Corteva, Inc.

Basic Materials
114
+ 1.96%
$50.72 - $58.78 $5.78K - $6.7K
5.93K $348K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
271
+ 5.23%
$69.59 - $79.2 $18.9K - $21.5K
5.45K $420K
SCHC
Schwab Strategic Tr Intl Small

ETFs
36
+ 0.33%
$34.48 - $38.87 $1.24K - $1.4K
10.9K $420K
ACWI
Ishares Msci Acwi ETF

ETFs
23
+ 0.55%
$107.24 - $119.84 $2.47K - $2.76K
4.24K $506K
TWLO
Twilio Inc

Communication Services
39
+ 1.06%
$56.03 - $65.23 $2.19K - $2.54K
3.72K $242K
INTF
Ishares Tr

ETFs
228
+ 1.9%
$28.08 - $31.79 $6.4K - $7.25K
12.2K $384K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
831
+ 5.3%
$22.38 - $23.66 $18.6K - $19.7K
16.5K $386K
DFIC
Dimensional ETF Tr Dimensional

ETFs
80
+ 0.49%
$25.36 - $28.37 $2.03K - $2.27K
16.4K $462K
USA
Liberty All Star Equity Fund

Financial Services
1.94K
+ 3.59%
$6.43 - $7.14 $12.4K - $13.8K
55.8K $398K
COF
Capital One Financial Corp

Financial Services
45
+ 2.01%
$131.42 - $153.05 $5.91K - $6.89K
2.28K $341K
ARLP
Alliance Resource Partners LP

Energy
797
+ 3.8%
$22.57 - $25.89 $18K - $20.6K
21.7K $544K
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
14
+ 0.2%
$48.87 - $54.0 $684 - $756
7.01K $378K
IBB
Ishares Biotechnology ETF

ETFs
31
+ 0.96%
$135.09 - $149.47 $4.19K - $4.63K
3.27K $476K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
16
+ 0.17%
$42.72 - $47.0 $684 - $752
9.51K $446K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
530
+ 2.55%
$85.84 - $85.84 $45.5K - $45.5K
21.3K $1.83M
PDT
John Hancock Premium Dividend Fund

Financial Services
223
+ 1.24%
$11.65 - $13.47 $2.6K - $3K
18.1K $240K
WRB
Berkley W R Corp

Financial Services
1.59K
+ 56.48%
$51.54 - $79.62 $82K - $127K
4.41K $250K
BSX
Boston Scientific Corp

Healthcare
25
+ 0.63%
$72.96 - $84.0 $1.82K - $2.1K
4.01K $336K
MLPA
Global X Mlp ETF

ETFs
706
+ 5.5%
$45.78 - $49.84 $32.3K - $35.2K
13.5K $649K
Activity Summary
Buys All Purchases 610 New Holdings 88 Increased Positions 522 Sells All Sells 288 Reductions 288 Sold out 0 Options Calls 0 Puts 0
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