Juncture Wealth Strategies, LLC Closed Holding Positions

Juncture Wealth Strategies, LLC

  • $258 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
JNK
Spdr Bloomberg High Yield Bond

ETFs
Q4 2019 Filed on Feb 03, 2020
2,630
$107.21 - $109.95 $282K - $289K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q4 2019 Filed on Feb 03, 2020
11,912
$50.87 - $51.02 $606K - $608K
CALM
Cal Maine Foods Inc

Consumer Defensive
Q4 2019 Filed on Feb 03, 2020
7,500
$37.59 - $44.07 $282K - $331K
Xilinx Inc
Q4 2019 Filed on Feb 03, 2020
4,687
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q3 2019 Filed on Oct 10, 2019
4,942
$53.71 - $58.5 $265K - $289K
ABMD
Abiomed Inc

Healthcare
Q3 2019 Filed on Oct 10, 2019
1,558
$175.89 - $279.23 $274K - $435K
Grubhub Inc
Q3 2019 Filed on Oct 10, 2019
3,986
N/A
MBB
Ishares Tr

ETFs
Q3 2019 Filed on Oct 10, 2019
4,437
$107.22 - $108.5 $476K - $481K
EGHT
8 X8 Inc

Technology
Q3 2019 Filed on Oct 10, 2019
30,617
$20.72 - $26.44 $634K - $810K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q3 2019 Filed on Oct 10, 2019
10,337
$29.18 - $29.78 $302K - $308K
PSTG
Pure Storage, Inc.

Technology
Q3 2019 Filed on Oct 10, 2019
23,955
$13.01 - $18.17 $312K - $435K
ANGI
Angi Inc.

Communication Services
Q3 2019 Filed on Oct 10, 2019
33,489
$7.01 - $14.07 $235K - $471K
ANET
Arista Networks, Inc.

Technology
Q3 2019 Filed on Oct 10, 2019
1,623
$54.17 - $71.84 $87.9K - $117K
OMCL
Omnicell, Inc

Healthcare
Q2 2019 Filed on Jul 16, 2019
11,038
$71.38 - $92.21 $788K - $1.02M
Domtar Corp
Q2 2019 Filed on Jul 16, 2019
4,090
N/A
Collectors Universe Inc
Q2 2019 Filed on Jul 16, 2019
11,480
N/A
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2019 Filed on Jul 16, 2019
3,006
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q2 2019 Filed on Jul 16, 2019
4,124
N/A
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
Q2 2019 Filed on Jul 16, 2019
11,029
$29.96 - $38.87 $330K - $429K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q2 2019 Filed on Jul 16, 2019
4,078
N/A
Spdr Series Trust
Q2 2019 Filed on Jul 16, 2019
18,248
N/A
Ultimate Software Group Inc
Q2 2019 Filed on Jul 16, 2019
1,623
N/A
Mellanox Technologies LTD
Q2 2019 Filed on Jul 16, 2019
4,901
N/A
EBF
Ennis, Inc.

Industrials
Q2 2019 Filed on Jul 16, 2019
9,690
$18.52 - $21.32 $179K - $207K
VICR
Vicor Corp

Technology
Q2 2019 Filed on Jul 16, 2019
14,412
$28.07 - $38.65 $405K - $557K
TG
Tredegar Corp

Industrials
Q2 2019 Filed on Jul 16, 2019
11,616
$15.59 - $18.43 $181K - $214K
Tableau Software Inc
Q2 2019 Filed on Jul 16, 2019
3,802
N/A
SIG
Signet Jewelers LTD

Consumer Cyclical
Q2 2019 Filed on Jul 16, 2019
7,685
$16.77 - $28.3 $129K - $217K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
Q2 2019 Filed on Jul 16, 2019
8,464
$21.11 - $26.72 $179K - $226K
MOV
Movado Group Inc

Consumer Cyclical
Q2 2019 Filed on Jul 16, 2019
5,955
$24.91 - $36.99 $148K - $220K
KSS
Kohls Corp

Consumer Cyclical
Q2 2019 Filed on Jul 16, 2019
3,200
$45.98 - $75.48 $147K - $242K
FHN
First Horizon Corp

Financial Services
Q2 2019 Filed on Jul 16, 2019
13,298
$13.41 - $15.21 $178K - $202K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q2 2019 Filed on Jul 16, 2019
6,055
N/A
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q1 2019 Filed on Apr 09, 2019
8,802
N/A
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2019 Filed on Apr 09, 2019
6,497
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2019 Filed on Apr 09, 2019
5,833
$60.72 - $86.07 $354K - $502K
NOVT
Novanta Inc

Technology
Q1 2019 Filed on Apr 09, 2019
8,321
$60.43 - $85.33 $503K - $710K
HEAR
Turtle Beach Corp

Technology
Q1 2019 Filed on Apr 09, 2019
23,698
$10.73 - $17.81 $254K - $422K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2019 Filed on Apr 09, 2019
5,766
N/A
Spdr Series Trust
Q4 2018 Filed on Jan 17, 2019
12,052
N/A
Spdr Series Trust
Q4 2018 Filed on Jan 17, 2019
97,400
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q4 2018 Filed on Jan 17, 2019
6,803
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q4 2018 Filed on Jan 17, 2019
4,596
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2018 Filed on Jan 17, 2019
87,689
N/A
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q4 2018 Filed on Jan 17, 2019
65,778
$25.49 - $31.99 $1.68M - $2.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2018 Filed on Jan 17, 2019
3,948
$50.81 - $51.07 $201K - $202K
Stamps Com Inc
Q4 2018 Filed on Jan 17, 2019
1,417
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q4 2018 Filed on Jan 17, 2019
8,675
N/A
SHAG
Wisdomtree Yield Enhanced U.S.
Q4 2018 Filed on Jan 17, 2019
5,307
N/A
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