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
QDPL
Pacer Fds Tr Metaurus Us Large
393
+ 4.22%
$34.97 - $38.41 $13.7K - $15.1K
9.71K $368K
BGH
Barings Global Short Duration High Yield Fund

Financial Services
1.03K
+ 7.72%
$14.45 - $15.38 $14.9K - $15.9K
14.4K $218K
FVAL
Fidelity Covington Tr Value Fa

ETFs
13
+ 0.16%
$55.27 - $60.6 $719 - $788
8.13K $492K
DIV
Global X Superdividend Us ETF

ETFs
1.42K
+ 9.97%
$17.18 - $17.18 $24.4K - $24.4K
15.7K $269K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1
+ 0.02%
$58.75 - $64.07 $58.8 - $64.1
4.7K $301K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 0.52%
$259.22 - $299.75 $1.3K - $1.5K
965 $271K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
177
+ 2.93%
$45.82 - $48.72 $8.11K - $8.62K
6.22K $300K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.43%
$3305.62 - $4268.05 $3.31K - $4.27K
71 $299K
BOND
Pimco Active Bond Exchange Tra

ETFs
52
+ 1.19%
$90.01 - $95.32 $4.68K - $4.96K
4.43K $419K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1
+ 0.03%
$66.56 - $75.11 $66.6 - $75.1
3.13K $233K
EDOW
First Tr Exchange Traded Fd

ETFs
42
+ 0.55%
$32.74 - $36.1 $1.38K - $1.52K
7.61K $273K
CGGO
Capital Group Global Growth Eq

ETFs
328
+ 2.4%
$27.25 - $30.52 $8.94K - $10K
14K $422K
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.04%
$93.07 - $102.32 $93.1 - $102
2.4K $245K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
297
+ 6.06%
$49.69 - $50.5 $14.8K - $15K
5.2K $262K
CSM
Proshares Large Cap Core Plus

ETFs
4
+ 0.08%
$58.62 - $65.37 $234 - $261
5.25K $343K
PSEC
Prospect Capital Corp

Financial Services
3.88K
+ 17.99%
$4.75 - $5.6 $18.4K - $21.7K
25.4K $136K
WBD
Warner Bros. Discovery, Inc.

Communication Services
564
+ 3.74%
$6.71 - $8.78 $3.78K - $4.95K
15.7K $129K
TTE
Total Energies Se

Energy
121
+ 2.62%
$68.61 - $68.61 $8.3K - $8.3K
4.74K $325K
VRT
Vertiv Holdings CO

Industrials
197
+ 2.69%
$86.66 - $86.66 $17.1K - $17.1K
7.53K $652K
JNK
Spdr Bloomberg High Yield Bond

ETFs
9
+ 0.2%
$93.65 - $97.81 $843 - $880
4.54K $444K
IBHD
Ishares Ibonds 2024 Term High

ETFs
673
+ 7.15%
$23.11 - $23.29 $15.6K - $15.7K
10.1K $234K
SCHO
Schwab Short Term Us Treasury

ETFs
40
+ 0.24%
$47.93 - $49.06 $1.92K - $1.96K
16.7K $816K
KRNY
Kearny Financial Corp.

Financial Services
850
+ 6.26%
$5.75 - $7.43 $4.89K - $6.32K
14.4K $99K
CGUS
Capital Group Core Equity ETF
2
+ 0.03%
$31.19 - $34.33 $62.4 - $68.7
7.71K $264K
EQT
Eqt Corp

Energy
421
+ 7.39%
$30.21 - $37.21 $12.7K - $15.7K
6.12K $224K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
190
+ 2.37%
$40.69 - $42.33 $7.73K - $8.04K
8.22K $347K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
29
+ 0.27%
$18.41 - $19.93 $534 - $578
10.9K $214K
CSQ
Calamos Strategic Total Return Fund

Financial Services
212
+ 1.26%
$15.71 - $17.51 $3.33K - $3.71K
17K $294K
IMTB
Ishares Tr

ETFs
22
+ 0.41%
$42.23 - $44.8 $929 - $986
5.34K $237K
NEAR
Blackrock Short Maturity Bond

ETFs
48
+ 0.61%
$50.09 - $51.31 $2.4K - $2.46K
7.94K $406K
GPC
Genuine Parts CO

Consumer Cyclical
8
+ 0.14%
$131.04 - $147.11 $1.05K - $1.18K
5.65K $789K
ABC
Amerisourcebergen Corp

Healthcare
48
+ 1.33%
N/A
3.67K $679K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
76
+ 0.58%
$11.31 - $11.96 $860 - $909
13.2K $158K
IXN
Ishares Global Information Tec

ETFs
107
+ 2.31%
$73.0 - $87.81 $7.81K - $9.4K
4.74K $390K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
32
+ 0.72%
$43.21 - $49.0 $1.38K - $1.57K
4.5K $217K
NAK
Northern Dynasty Minerals LTD

Basic Materials
20K
New
$0.31 - $0.41 $6.2K - $8.2K
20K $6K
STZ
Constellation Brands, Inc.

Consumer Defensive
21
+ 1.31%
$236.42 - $259.82 $4.96K - $5.46K
1.62K $417K
BIGZ
Black Rock Innovation & Growth Trust
179
+ 1.73%
$6.75 - $7.61 $1.21K - $1.36K
10.6K $79K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
200
+ 1.67%
$23.06 - $25.77 $4.61K - $5.15K
12.2K $305K
OMFL
Invesco Exchange Traded Self I

ETFs
2
+ 0.02%
$47.65 - $52.99 $95.3 - $106
8.15K $431K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
39
+ 0.92%
$49.88 - $50.45 $1.95K - $1.97K
4.28K $214K
DNL
Wiswisdomtree Tr

ETFs
22
+ 0.4%
$36.65 - $40.81 $806 - $898
5.54K $218K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$45.41 - $51.61 $45.4 - $51.6
5.36K $263K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.13%
$50.61 - $50.96 $304 - $306
4.78K $243K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
36
+ 0.27%
$23.88 - $24.01 $860 - $864
13.2K $317K
Abrdn Asia Pacific Income Fu
29.6K
New
N/A
29.6K $0
JGRO
J P Morgan Exchange Traded Fd
80
+ 0.88%
N/A
9.19K $0
American Healthcare Reit Inc
41.4K
New
N/A
41.4K $0
Blackrock ETF Trust Ii
44.3K
+ 99.44%
N/A
88.8K $0
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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