J.W. Cole Advisors, Inc. New Holdings in Q3 2024

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
81.9K
New
$23.75 - $23.75 $1.94M - $1.94M
81.9K $1.94M
IBDV
Ishares Tr

Technology
76.1K
New
$21.11 - $22.24 $1.61M - $1.69M
76.1K $1.69M
SPIB
Spdr Portfolio Intermediate Te

ETFs
45.8K
New
$32.36 - $33.78 $1.48M - $1.55M
45.8K $1.54M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
16.5K
New
$82.38 - $93.84 $1.36M - $1.55M
16.5K $1.53M
IGLB
Ishares 10+ Year Investment Gr

ETFs
25K
New
$49.38 - $54.19 $1.23M - $1.35M
25K $1.34M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
54.3K
New
$23.63 - $24.42 $1.28M - $1.33M
54.3K $1.32M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
131K
New
$6.3 - $6.99 $825K - $915K
131K $867K
EGP
Eastgroup Properties Inc

Real Estate
4.04K
New
$169.51 - $191.71 $684K - $774K
4.04K $753K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
28.9K
New
$22.25 - $24.44 $644K - $707K
28.9K $699K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
28.1K
New
$23.04 - $24.06 $648K - $677K
28.1K $676K
KIO
Kkr Income Opportunities Fund

Financial Services
42.3K
New
$13.6 - $14.8 $575K - $625K
42.3K $622K
SZC
Cushing Next Gen Infrastructure Income Fund

Financial Services
16.1K
New
N/A
16.1K $615K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
47.3K
New
$11.73 - $13.0 $555K - $615K
47.3K $614K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
52.9K
New
$10.8 - $11.66 $571K - $617K
52.9K $604K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
23.6K
New
$21.98 - $25.4 $520K - $600K
23.6K $600K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
78.2K
New
$7.06 - $7.82 $552K - $611K
78.2K $600K
BGX
Blackstone Long Short Credit Income Fund

Financial Services
46.4K
New
$12.32 - $13.15 $571K - $610K
46.4K $593K
SRV
Cushing Mlp & Infrastructure Total Return Fund

Financial Services
12.7K
New
$39.06 - $45.01 $494K - $570K
12.7K $569K
TMUS
T Mobile Us, Inc.

Communication Services
2.72K
New
$175.14 - $206.36 $477K - $562K
2.72K $561K
QPFF
American Centy ETF Tr Quality
14K
New
$36.06 - $38.42 $505K - $538K
14K $534K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
38.2K
New
$13.62 - $15.59 $521K - $596K
38.2K $526K
AINV
Apollo Investment Corp

Financial Services
46.9K
New
N/A
46.9K $521K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.59K
New
$178.41 - $210.18 $462K - $544K
2.59K $513K
EXAS
Exact Sciences Corp

Healthcare
7.51K
New
$42.43 - $70.83 $319K - $532K
7.51K $511K
PGZ
Principal Real Estate Income Fund

Financial Services
41.3K
New
$10.17 - $11.22 $421K - $464K
41.3K $461K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
21.8K
New
$19.92 - $20.67 $435K - $452K
21.8K $449K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
52K
New
$8.08 - $11.02 $421K - $574K
52K $431K
KIE
Spdr S&P Insurance ETF

ETFs
7.38K
New
$49.44 - $56.87 $365K - $420K
7.38K $418K
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
35.1K
New
$10.46 - $12.45 $367K - $437K
35.1K $414K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.8K
New
$22.61 - $22.79 $356K - $359K
15.8K $358K
CHDN
Churchill Downs Inc

Consumer Cyclical
2.54K
New
$130.35 - $145.0 $331K - $369K
2.54K $343K
SBLK
Star Bulk Carriers Corp.

Industrials
14.3K
New
$19.87 - $25.0 $284K - $357K
14.3K $338K
SPGI
S&P Global Inc.

Financial Services
646
New
$446.32 - $527.38 $288K - $341K
646 $333K
SWK
Stanley Black & Decker, Inc.

Industrials
2.89K
New
$77.75 - $110.17 $224K - $318K
2.89K $317K
VKTX
Viking Therapeutics, Inc.

Healthcare
4.9K
New
$49.84 - $70.47 $244K - $345K
4.9K $309K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.3K
New
$126.87 - $148.36 $291K - $341K
2.3K $302K
AG
First Majestic Silver Corp

Basic Materials
49.2K
New
$4.62 - $6.84 $227K - $337K
49.2K $295K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
9.81K
New
$28.45 - $30.18 $279K - $296K
9.81K $294K
VGLT
Vanguard Long Term Treasury Et

ETFs
4.67K
New
$56.52 - $63.23 $264K - $295K
4.67K $287K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
12K
New
$23.08 - $23.52 $278K - $283K
12K $282K
TQQQ
Proshares Ultrapro Qqq

ETFs
3.8K
New
$53.19 - $84.93 $202K - $323K
3.8K $275K
PPL
Ppl Corp

Utilities
7.66K
New
$27.36 - $33.08 $210K - $253K
7.66K $253K
ADUS
Addus Home Care Corp

Healthcare
1.89K
New
$116.16 - $133.58 $219K - $252K
1.89K $250K
BLDR
Builders First Source, Inc.

Industrials
1.27K
New
$132.6 - $201.83 $168K - $256K
1.27K $246K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
8.37K
New
$25.45 - $29.53 $213K - $247K
8.37K $244K
SNOW
Snowflake Inc.

Technology
2.01K
New
$108.56 - $143.02 $219K - $288K
2.01K $231K
GLDM
World Gold Trust

ETFs
4.41K
New
$46.2 - $53.01 $204K - $234K
4.41K $229K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.84K
New
$97.96 - $124.99 $180K - $229K
1.84K $228K
BSJR
Invesco Indx Tr

ETFs
9.95K
New
$22.08 - $22.75 $220K - $226K
9.95K $225K
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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