Lake Point Wealth Management Purchases in Q2 2022

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
52.2K
+ 3788.03%
$337.07 - $419.85 $17.6M - $21.9M
53.6K $18.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
732K
New
$22.75 - $27.77 $16.7M - $20.3M
732K $17.1M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
164K
New
$75.68 - $77.74 $12.4M - $12.7M
164K $12.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
223K
New
$50.06 - $50.26 $11.1M - $11.2M
223K $11.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
262K
New
$30.92 - $35.31 $8.1M - $9.25M
262K $8.27M
VEA
Vanguard Ftse Developed Market

ETFs
24.4K
+ 405950.0%
$40.38 - $48.66 $984K - $1.19M
24.4K $994K
BX
Blackstone Inc.

Financial Services
2.5K
New
$89.68 - $130.57 $224K - $326K
2.5K $228K
MARA
Marathon Digital Holdings, Inc.

Financial Services
37K
+ 36987.0%
$5.34 - $28.92 $198K - $1.07M
37.1K $198K
EPD
Enterprise Products Partners L.P.

Energy
1.92K
+ 5063.16%
$23.45 - $28.47 $45.1K - $54.8K
1.96K $48K
RIO
Rio Tinto PLC

Basic Materials
763
+ 1956.41%
$60.81 - $82.68 $46.4K - $63.1K
802 $49K
DGRO
Ishares Core Dividend Growth E

ETFs
568
+ 767.57%
$45.84 - $53.69 $26K - $30.5K
642 $31K
ET
Energy Transfer LP

Energy
4.18K
+ 32.12%
$9.79 - $12.31 $40.9K - $51.4K
17.2K $171K
IBM
International Business Machines Corp

Technology
168
+ 135.48%
$125.98 - $142.88 $21.2K - $24K
292 $41K
NOW
Service Now, Inc.

Technology
46
New
$412.25 - $574.82 $19K - $26.4K
46 $22K
MAIN
Main Street Capital Corp

Financial Services
476
+ 317.33%
$34.59 - $43.65 $16.5K - $20.8K
626 $24K
ABR
Arbor Realty Trust Inc

Real Estate
1.35K
+ 540.0%
$12.31 - $17.6 $16.6K - $23.8K
1.6K $21K
MMP
Magellan Midstream Partners, L.P.

Energy
375
+ 493.42%
$47.27 - $53.38 $17.7K - $20K
451 $22K
XLE
Energy Sector Spdr

ETFs
13
+ 1.37%
$70.66 - $92.28 $919 - $1.2K
964 $69K
UCO
Pro Shares Trust Ii

ETFs
570
+ 300.0%
$37.81 - $55.49 $21.6K - $31.6K
760 $32K
OKE
Oneok Inc

Energy
200
+ 200.0%
$53.31 - $73.62 $10.7K - $14.7K
300 $17K
JNJ
Johnson & Johnson

Healthcare
44
+ 8.54%
$168.19 - $186.01 $7.4K - $8.18K
559 $99K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
959
New
$11.35 - $13.23 $10.9K - $12.7K
959 $11K
VOE
Vanguard Mid Cap Value Index F

ETFs
88
New
$126.2 - $153.17 $11.1K - $13.5K
88 $11K
DFIV
Dimensional ETF Tr

ETFs
334
New
$28.66 - $33.84 $9.57K - $11.3K
334 $10K
TTWO
Take Two Interactive Software Inc

Communication Services
82
New
$103.59 - $154.43 $8.49K - $12.7K
82 $10K
JCPB
J P Morgan Exchange Traded Fd

ETFs
187
New
$47.05 - $50.89 $8.8K - $9.52K
187 $9K
GOOG
Alphabet Inc.

Communication Services
5
+ 166.67%
$105.84 - $143.64 $529 - $718
8 $17K
IQLT
Ishares Msci Intl Quality Fact

ETFs
268
New
$30.11 - $37.35 $8.07K - $10K
268 $8K
KIM
Kimco Realty Corp

Real Estate
330
New
$18.75 - $26.35 $6.19K - $8.7K
330 $7K
USAC
Usa Compression Partners, LP

Energy
400
New
$14.97 - $19.98 $5.99K - $7.99K
400 $7K
KMI
Kinder Morgan, Inc.

Energy
446
+ 297.33%
$16.05 - $20.14 $7.16K - $8.98K
596 $10K
ENB
Enbridge Inc

Energy
113
+ 19.28%
$40.49 - $47.53 $4.58K - $5.37K
699 $30K
PMO
Putnam Municipal Opportunities Trust

Financial Services
585
New
$10.51 - $11.94 $6.15K - $6.98K
585 $7K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
68
New
$81.27 - $102.58 $5.53K - $6.98K
68 $6K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
128
New
$45.73 - $49.5 $5.85K - $6.34K
128 $6K
EFC
Ellington Financial Inc.

Real Estate
500
+ 100.0%
$12.83 - $17.71 $6.42K - $8.86K
1K $15K
KNOP
Knot Offshore Partners LP

Industrials
300
New
$15.6 - $18.79 $4.68K - $5.64K
300 $5K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
93
New
$49.84 - $51.62 $4.64K - $4.8K
93 $5K
USA
Liberty All Star Equity Fund

Financial Services
806
New
$5.89 - $8.16 $4.75K - $6.58K
806 $5K
SO
Southern CO

Utilities
77
New
$65.39 - $76.51 $5.04K - $5.89K
77 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
200
New
$23.44 - $35.4 $4.69K - $7.08K
200 $5K
IEFA
Ishares Tr

ETFs
133
+ 46.5%
$57.91 - $70.46 $7.7K - $9.37K
419 $25K
XLK
Technology Sector Spdr

ETFs
25
+ 131.58%
$123.49 - $161.47 $3.09K - $4.04K
44 $6K
ITB
Ishares Tr

ETFs
58
+ 580.0%
$49.13 - $62.4 $2.85K - $3.62K
68 $4K
WBD
Warner Bros. Discovery, Inc.

Communication Services
290
New
$13.17 - $26.0 $3.82K - $7.54K
290 $4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
49
New
$91.41 - $91.49 $4.48K - $4.48K
49 $4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
25
New
$81.09 - $119.62 $2.03K - $2.99K
25 $3K
SOXX
Ishares Semiconductor ETF

ETFs
8
New
$349.61 - $471.65 $2.8K - $3.77K
8 $3K
EFV
Msci Eafe Value ETF

ETFs
59
New
$43.33 - $50.78 $2.56K - $3K
59 $3K
Activity Summary
Buys All Purchases 132 New Holdings 69 Increased Positions 63 Sells All Sells 77 Reductions 32 Sold out 45 Options Calls 0 Puts 0
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