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
AWP
Aberdeen Global Premier Properties Fund

Financial Services
101K
+ 125.64%
$3.74 - $4.66 $376K - $469K
181K $834K
CL
Colgate Palmolive CO

Consumer Defensive
4.38K
+ 40.04%
$95.54 - $108.77 $418K - $476K
15.3K $1.59M
VGT
Vanguard Information Technolog

ETFs
685
+ 5.47%
$514.43 - $606.85 $352K - $416K
13.2K $7.74M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
38.2K
New
$13.62 - $15.59 $521K - $596K
38.2K $526K
UNP
Union Pacific Corp

Industrials
1.1K
+ 8.76%
$221.78 - $256.09 $245K - $282K
13.7K $3.37M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
24.6K
+ 30.98%
$18.36 - $19.08 $451K - $469K
104K $1.98M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
32.7K
+ 89.75%
$15.5 - $16.99 $507K - $556K
69.2K $1.15M
AINV
Apollo Investment Corp

Financial Services
46.9K
New
N/A
46.9K $521K
CPZ
Calamos Long/Short Equity & Dynamic Income Trust

N/A
32.7K
+ 196.93%
$15.15 - $15.95 $495K - $521K
49.3K $773K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.59K
New
$178.41 - $210.18 $462K - $544K
2.59K $513K
IRM
Iron Mountain Inc

Real Estate
2.59K
+ 37.13%
$89.69 - $119.32 $232K - $309K
9.57K $1.14M
ECC
Eagle Point Credit CO Inc.

Financial Services
52.8K
+ 92.61%
$9.62 - $10.3 $508K - $544K
110K $1.08M
DVY
Ishares Tr

ETFs
363
+ 1.13%
$119.99 - $135.74 $43.6K - $49.3K
32.4K $4.38M
RYLD
Global X Fds Russell 2000 Cove

ETFs
30.7K
+ 110.2%
$15.22 - $16.33 $467K - $501K
58.6K $946K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.06K
+ 10.21%
$76.38 - $78.87 $386K - $399K
54.6K $4.29M
PFN
Pimco Income Strategy Fund Ii

Financial Services
61.3K
+ 138.26%
$7.02 - $7.62 $430K - $467K
106K $804K
FTNT
Fortinet, Inc.

Technology
5.09K
+ 99.55%
$55.39 - $77.55 $282K - $395K
10.2K $791K
VVR
Invesco Senior Income Trust

Financial Services
119K
+ 361.18%
$4.02 - $4.41 $478K - $524K
152K $617K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
72.6K
+ 85.18%
$6.77 - $7.11 $492K - $516K
158K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
389
+ 5.39%
$213.3 - $270.78 $83K - $105K
7.6K $2.06M
IWD
Ishares Russell 1000 Val ETF

ETFs
136
+ 0.47%
$173.36 - $189.8 $23.6K - $25.8K
28.8K $5.46M
PGZ
Principal Real Estate Income Fund

Financial Services
41.3K
New
$10.17 - $11.22 $421K - $464K
41.3K $461K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
78.5K
+ 647.83%
$5.44 - $5.91 $427K - $464K
90.6K $524K
XLP
Consumer Staples Sector Spdr

ETFs
6.97K
+ 5.15%
$76.04 - $76.04 $530K - $530K
142K $10.8M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21.8K
New
$19.92 - $20.67 $435K - $452K
21.8K $449K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
43.7K
+ 268.11%
$9.59 - $10.12 $419K - $442K
60K $602K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.47K
+ 11.41%
$60.84 - $67.51 $272K - $302K
43.7K $2.95M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.99K
+ 62.78%
$57.22 - $80.08 $228K - $320K
10.3K $807K
THW
Tekla World Healthcare Fund

Financial Services
32.9K
+ 195.08%
$12.66 - $13.37 $416K - $439K
49.7K $660K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
21K
+ 70.92%
$20.47 - $20.71 $429K - $434K
50.5K $1.04M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.91K
+ 2.09%
$51.29 - $56.57 $97.9K - $108K
93.1K $5.26M
YYY
Amplify ETF Tr High Income ETF

ETFs
34.5K
+ 120.12%
$11.48 - $12.36 $396K - $426K
63.2K $779K
XYLD
Global X Fds S&P 500 Covered C

ETFs
6.93K
+ 5.01%
$38.49 - $41.61 $267K - $288K
145K $6.02M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
52K
New
$8.08 - $11.02 $421K - $574K
52K $431K
NFLX
Netflix Inc

Communication Services
256
+ 3.6%
$598.55 - $722.26 $153K - $185K
7.37K $5.22M
XLK
Technology Sector Spdr

ETFs
2.09K
+ 2.15%
$197.34 - $237.68 $412K - $496K
99.1K $22.4M
FSK
Fs Kkr Capital Corp

Financial Services
21.4K
+ 13.56%
$18.74 - $20.43 $400K - $436K
179K $3.53M
FQAL
Fidelity Covington Tr Quality

ETFs
6.15K
+ 92.89%
$58.92 - $64.9 $362K - $399K
12.8K $828K
KIE
Spdr S&P Insurance ETF

ETFs
7.38K
New
$49.44 - $56.87 $365K - $420K
7.38K $418K
XLG
Invesco Exchange Traded Fd Tr

ETFs
7.26K
+ 17.9%
$42.54 - $47.97 $309K - $348K
47.8K $2.27M
ISRG
Intuitive Surgical Inc

Healthcare
584
+ 21.11%
$416.14 - $494.01 $243K - $289K
3.35K $1.65M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.15K
+ 7.05%
$169.12 - $184.42 $195K - $212K
17.5K $3.22M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
3.56K
+ 4.38%
$47.29 - $52.55 $169K - $187K
84.9K $4.46M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
35.1K
New
$10.46 - $12.45 $367K - $437K
35.1K $414K
BRSP
Bright Spire Capital, Inc.

Real Estate
74.5K
+ 222.35%
$5.12 - $6.64 $382K - $495K
108K $604K
QUAL
Ishares Msci Usa Quality Facto

ETFs
801
+ 2.57%
$162.64 - $179.3 $130K - $144K
32K $5.74M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.79K
+ 22.42%
$49.7 - $56.11 $387K - $437K
42.6K $2.34M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.52K
+ 9.49%
$74.26 - $78.84 $261K - $277K
40.6K $3.18M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.46K
+ 4.89%
$52.1 - $59.66 $180K - $207K
74.2K $4.4M
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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