J.W. Cole Advisors, Inc. Purchases in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RCS
Pimco Strategic Income Fund, Inc

Financial Services
335
+ 1.12%
$7.22 - $8.05 $2.42K - $2.7K
30.2K $231K
TDIV
First Trust Nasdaq Technology

ETFs
796
+ 2.41%
$78.03 - $82.13 $62.1K - $65.4K
33.8K $2.65M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
5
+ 0.14%
$111.94 - $126.4 $560 - $632
3.59K $416K
VBR
Vanguard Small Cap Value ETF

ETFs
173
+ 1.36%
$197.36 - $217.3 $34.1K - $37.6K
12.9K $2.56M
URTH
Ishares Msci World ETF

ETFs
32
+ 1.77%
$153.73 - $162.67 $4.92K - $5.21K
1.84K $285K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
115
+ 1.61%
$80.18 - $88.79 $9.22K - $10.2K
7.26K $585K
BIGZ
Black Rock Innovation & Growth Trust
176
+ 1.67%
$7.43 - $8.08 $1.31K - $1.42K
10.7K $80K
FEX
First Tr Large Cap Core Alphde

ETFs
6
+ 0.22%
$103.29 - $112.88 $620 - $677
2.68K $279K
Ge Healthcare Technologies I
768
+ 25.46%
N/A
3.79K $0
Abrdn Asia Pacific Income Fu
603
+ 2.04%
N/A
30.2K $0
FMIL
Fidelity Covington Tr New Mill
534
+ 8.55%
N/A
6.78K $0
Tss Inc Del
24.4K
New
N/A
24.4K $0
ILCG
Ishares Morningstar Growth ETF
125
+ 3.55%
N/A
3.65K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
8.63K
New
N/A
8.63K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
813
+ 1.35%
N/A
61.1K $0
HUSV
First Tr ETF Iii Horizon Manag
565
+ 3.77%
N/A
15.5K $0
QDEF
Flexshares Quality Div Defensi

ETFs
234
+ 1.82%
$70.22 - $73.73 $16.4K - $17.3K
13.1K $920K
Lam Research Corp
3.12K
New
N/A
3.12K $0
Jacobs Solutions Inc
3
+ 0.19%
N/A
1.56K $0
Atlassian Corporation
59
+ 1.51%
N/A
3.96K $0
JGRO
J P Morgan Exchange Traded Fd
2.14K
+ 23.3%
N/A
11.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
12.1K
+ 35.55%
N/A
46.1K $0
Listed Fd Tr
4.44K
+ 99.17%
N/A
8.91K $0
Grayscale Ethereum Trust ETF
1.86K
+ 15.92%
N/A
13.5K $0
FTGS
First Tr Exchange Traded Fd Gr
6
+ 0.09%
N/A
6.63K $0
Calamos ETF Tr
12.4K
New
N/A
12.4K $0
Fidelity Covington Trust
4.14K
+ 21.06%
N/A
23.8K $0
Calamos ETF Tr
7.92K
New
N/A
7.92K $0
Managed Portfolio Series
3.46K
+ 22.68%
N/A
18.7K $0
2023 ETF Series Trust Ii
8.9K
New
N/A
8.9K $0
Arista Networks Inc
21.6K
New
N/A
21.6K $0
Brookfield Corp
2
+ 0.05%
N/A
4.02K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
9.13K
New
N/A
9.13K $0
Rbb Fd Inc
1.63K
+ 7.13%
N/A
24.5K $0
DIVS
Guinness Atkinson Fds Smartetf
146
+ 1.93%
N/A
7.7K $0
T Rowe Price ETF Inc
7.28K
New
N/A
7.28K $0
Nuvasive Inc
10K
New
N/A
10K $0
Pimco ETF Tr
16.7K
New
N/A
16.7K $0
Ishares Tr
25.2K
+ 39.32%
N/A
89.3K $0
Euronet Worldwide Inc
10K
New
N/A
10K $0
PHYS
Sprott Physical Gold Trust

Financial Services
519
+ 1.25%
$19.66 - $21.66 $10.2K - $11.2K
42.1K $848K
Direxion Shs ETF Tr
3.11K
+ 31.98%
N/A
12.8K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1
+ 0.02%
N/A
6.18K $0
Blackrock ETF Trust Ii
19.3K
+ 21.67%
N/A
108K $0
BRLN
Blackrock ETF Tr Ii Fltg Rate
946
+ 3.11%
N/A
31.3K $0
Amplify ETF Tr
762
+ 8.27%
N/A
9.98K $0
EOG
Eog Resources Inc

Energy
1
+ 0.06%
$118.22 - $136.54 $118 - $137
1.7K $208K
Ishares Bitcoin Trust ETF
10.8K
New
N/A
10.8K $0
Pacer Fds Tr
30.4K
+ 145.3%
N/A
51.4K $0
Activity Summary
Buys All Purchases 603 New Holdings 79 Increased Positions 524 Sells All Sells 310 Reductions 310 Sold out 0 Options Calls 0 Puts 0
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