J.W. Cole Advisors, Inc. Incresed Positions in Q4 2024

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.74K
+ 6.9%
$42.05 - $48.31 $157K - $181K
57.9K $2.68M
OEF
Ishares S&P 100 ETF

ETFs
1.36K
+ 5.96%
N/A
24.2K $6.43M
VIG
Vanguard Dividend Appreciation

ETFs
1.95K
+ 1.77%
N/A
112K $20.4M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3.14K
+ 12.32%
$113.79 - $124.5 $358K - $391K
28.6K $3.29M
XYLD
Global X Fds S&P 500 Covered C

ETFs
7K
+ 4.82%
$40.86 - $43.42 $286K - $304K
152K $6.38M
PFN
Pimco Income Strategy Fund Ii

Financial Services
49.4K
+ 46.73%
$7.33 - $7.72 $362K - $381K
155K $1.15M
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
9.16K
+ 56.98%
N/A
25.2K $965K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.91K
+ 33.94%
$65.31 - $74.15 $320K - $364K
19.4K $1.31M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
14.4K
+ 119.36%
$23.25 - $23.56 $334K - $339K
26.4K $615K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
86.4K
+ 49.59%
$4.62 - $5.32 $399K - $460K
261K $1.24M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.81K
+ 10.76%
$80.13 - $83.77 $546K - $571K
70.1K $5.63M
GE
General Electric CO

Industrials
3.32K
+ 30.48%
$159.95 - $194.23 $531K - $645K
14.2K $2.37M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
4.79K
+ 11.44%
$65.67 - $69.79 $315K - $335K
46.7K $3.13M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
18.1K
+ 26.17%
$15.9 - $17.05 $288K - $309K
87.3K $1.45M
BSJR
Invesco Indx Tr

ETFs
13.7K
+ 137.65%
$22.37 - $22.7 $306K - $311K
23.7K $530K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
963
+ 16.09%
$278.19 - $315.36 $268K - $304K
6.95K $2M
PSLV
Sprott Physical Silver Trust

Financial Services
32.7K
+ 145.02%
$9.65 - $11.76 $316K - $385K
55.2K $533K
LNG
Cheniere Energy, Inc.

Energy
794
+ 22.91%
$181.07 - $225.92 $144K - $179K
4.26K $915K
C
Citigroup Inc

Financial Services
3.09K
+ 32.46%
$61.31 - $72.5 $189K - $224K
12.6K $886K
OPP
River North/Double Line Strategic Opportunity Fund, Inc.

Financial Services
43.7K
+ 43.35%
$8.2 - $9.12 $358K - $398K
144K $1.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
509
+ 10.14%
$563.99 - $620.12 $287K - $316K
5.53K $3.15M
ISRG
Intuitive Surgical Inc

Healthcare
357
+ 10.65%
$471.27 - $550.62 $168K - $197K
3.71K $1.94M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
24.8K
+ 27.36%
$13.12 - $14.37 $325K - $356K
115K $1.57M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
47.5K
+ 30.07%
$6.37 - $7.15 $302K - $339K
205K $1.36M
BRSP
Bright Spire Capital, Inc.

Real Estate
49.8K
+ 46.13%
$5.25 - $6.43 $262K - $320K
158K $890K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
195
+ 1.91%
$340.59 - $380.5 $66.4K - $74.2K
10.4K $3.81M
IWN
Ishares Russell2000 Val ETF

ETFs
1.78K
+ 36.24%
$162.69 - $181.35 $290K - $324K
6.71K $1.1M
PGZ
Principal Real Estate Income Fund

Financial Services
33.6K
+ 81.28%
$9.74 - $11.19 $327K - $376K
75K $740K
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
5.49K
+ 13.54%
$50.81 - $51.59 $279K - $283K
46.1K $2.35M
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
50.5K
+ 56.86%
$7.47 - $8.54 $377K - $431K
139K $1.04M
VST
Vistra Corp.

Utilities
1.03K
+ 15.75%
$115.74 - $166.61 $119K - $172K
7.57K $1.04M
ECC
Eagle Point Credit CO Inc.

Financial Services
42K
+ 38.29%
$8.7 - $9.98 $366K - $420K
152K $1.35M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.28K
+ 20.76%
$50.73 - $51.08 $268K - $269K
30.7K $1.56M
MAIN
Main Street Capital Corp

Financial Services
1.41K
+ 6.6%
$49.95 - $58.58 $70.4K - $82.6K
22.8K $1.33M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.56K
+ 8.37%
$53.94 - $58.15 $192K - $207K
46.1K $2.6M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
47.5K
+ 52.4%
$5.64 - $5.93 $268K - $282K
138K $785K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
7.27K
+ 6.46%
$44.33 - $49.55 $322K - $360K
120K $5.39M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.47K
+ 10.75%
$46.48 - $51.32 $208K - $230K
46.1K $2.22M
OXLC
Oxford Lane Capital Corp.

Financial Services
57.9K
+ 25.34%
$5.05 - $5.45 $292K - $315K
286K $1.45M
SNOW
Snowflake Inc.

Technology
1.13K
+ 56.31%
$109.65 - $186.51 $124K - $212K
3.15K $486K
DOCU
Docusign, Inc.

Technology
375
+ 4.72%
$61.42 - $106.99 $23K - $40.1K
8.32K $748K
SLB
Schlumberger Limited

Energy
8.01K
+ 56.0%
$36.83 - $45.59 $295K - $365K
22.3K $855K
TTD
Trade Desk, Inc.

Technology
170
+ 0.58%
$108.7 - $139.51 $18.5K - $23.7K
29.7K $3.49M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
56.2K
+ 42.91%
$5.83 - $6.64 $328K - $373K
187K $1.12M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
11.1K
+ 47.13%
$23.56 - $25.94 $263K - $289K
34.8K $845K
INTU
Intuit Inc

Technology
351
+ 10.86%
$602.01 - $706.25 $211K - $248K
3.58K $2.25M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
26.1K
+ 43.45%
$9.64 - $10.11 $251K - $263K
86K $843K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
4K
+ 15.08%
$59.74 - $60.03 $239K - $240K
30.5K $1.82M
FTNT
Fortinet, Inc.

Technology
625
+ 6.12%
$76.49 - $99.21 $47.8K - $62K
10.8K $1.02M
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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