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
TRGP
Targa Resources Corp.

Energy
42
New
$58.14 - $80.63 $2.44K - $3.39K
42 $3K
FE
Firstenergy Corp

Utilities
75
+ 75.0%
$35.91 - $48.46 $2.69K - $3.63K
175 $7K
GLD
Spdr Gold Trust

ETFs
20
New
$168.46 - $184.65 $3.37K - $3.69K
20 $3K
FDN
First Tr Fd Dow Jones

ETFs
24
+ 2400.0%
$122.23 - $195.51 $2.93K - $4.69K
25 $3K
VGSH
Vanguard

ETFs
59
New
$58.29 - $59.37 $3.44K - $3.5K
59 $3K
VXF
Vanguard Extended Market ETF

ETFs
20
New
$126.57 - $168.36 $2.53K - $3.37K
20 $3K
IHF
Ishares Tr

ETFs
13
New
$239.35 - $295.88 $3.11K - $3.85K
13 $3K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
73
New
$46.23 - $49.83 $3.37K - $3.64K
73 $3K
XLB
Select Sector Spdr Fd Material

ETFs
23
+ 88.46%
$73.54 - $90.55 $1.69K - $2.08K
49 $4K
XLU
Utilities Sector Spdr

ETFs
26
+ 22.61%
$64.87 - $76.96 $1.69K - $2K
141 $10K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
65
New
$47.65 - $62.2 $3.1K - $4.04K
65 $3K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
142
New
$23.28 - $24.82 $3.31K - $3.52K
142 $3K
SPIB
Spdr Portfolio Intermediate Te

ETFs
61
+ 51.69%
$32.03 - $34.08 $1.95K - $2.08K
179 $6K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
81
New
$28.62 - $30.13 $2.32K - $2.44K
81 $2K
HOOD
Robinhood Markets, Inc.

Technology
200
New
$6.89 - $13.83 $1.38K - $2.77K
200 $2K
XLV
Select Sector Spdr Fund Health

ETFs
15
New
$119.89 - $142.83 $1.8K - $2.14K
15 $2K
HBAN
Huntington Bancshares Inc

Financial Services
200
New
$11.84 - $14.44 $2.37K - $2.89K
200 $2K
CLVR
Clever Leaves Holdings Inc.

Healthcare
2K
New
$0.13 - $0.43 $260 - $860
2K $2K
XLP
Consumer Staples Sector Spdr

ETFs
31
New
N/A
31 $2K
SCHP
Schwab Strategic Us Tips ETF

ETFs
30
New
$55.59 - $60.15 $1.67K - $1.8K
30 $2K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
34
New
$39.7 - $46.11 $1.35K - $1.57K
34 $1K
CTRA
Coterra Energy Inc.

Energy
40
New
$25.79 - $36.11 $1.03K - $1.44K
40 $1K
HIVE
Hive Blockchain Technologies Ltd.

Financial Services
200
New
$2.89 - $10.65 $578 - $2.13K
200 $1K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
125
New
$10.95 - $16.26 $1.37K - $2.03K
125 $1K
TECK
Teck Resources LTD

Basic Materials
30
New
$30.57 - $45.74 $917 - $1.37K
30 $1K
IYE
Ishares Tr

ETFs
19
New
$37.64 - $48.83 $715 - $928
19 $1K
FTNT
Fortinet, Inc.

Technology
80
+ 400.0%
$49.04 - $69.34 $3.92K - $5.55K
100 $6K
IXN
Ishares Global Information Tec

ETFs
11
New
$44.6 - $58.78 $491 - $647
11 $1K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
44
New
$24.32 - $27.85 $1.07K - $1.23K
44 $1K
SCHO
Schwab Short Term Us Treasury

ETFs
20
New
$48.73 - $49.59 $975 - $992
20 $1K
PAA
Plains All American Pipeline LP

Energy
81
New
$9.59 - $11.98 $777 - $970
81 $1K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5
New
$114.64 - $134.55 $573 - $673
5 $1K
EWC
Ishares Msci Canada ETF

ETFs
26
New
$33.06 - $40.62 $860 - $1.06K
26 $1K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
35
New
$31.92 - $38.05 $1.12K - $1.33K
35 $1K
HIMX
Himax Technologies, Inc.

Technology
200
New
$7.48 - $11.02 $1.5K - $2.2K
200 $1K
CVE
Cenovus Energy Inc.

Energy
50
New
$16.45 - $24.71 $823 - $1.24K
50 $1K
LEG
Leggett & Platt Inc

Consumer Cyclical
5
+ 38.46%
$33.39 - $39.81 $167 - $199
18 $1K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
15
New
$99.0 - $100.08 $1.49K - $1.5K
15 $1K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
New
$66.73 - $79.1 $534 - $633
8 $1K
VUG
Vanguard Growth ETF

ETFs
4
New
$214.97 - $293.87 $860 - $1.18K
4 $1K
VB
Vanguard Small Cap ETF

ETFs
5
New
$170.7 - $214.67 $854 - $1.07K
5 $1K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
6
New
$102.76 - $125.99 $617 - $756
6 $1K
TIP
Ishares Tr Tips Bd ETF

ETFs
7
+ 700.0%
$113.44 - $123.09 $794 - $862
8 $1K
ACB
Aurora Cannabis Inc

Healthcare
500
+ 980.39%
$1.23 - $4.14 $615 - $2.07K
551 $1K
USOI
Credit Suisse Ag

ETFs
191
+ 19.45%
$5.02 - $5.87 $959 - $1.12K
1.17K $6K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
259
+ 22.46%
$50.12 - $62.96 $13K - $16.3K
1.41K $73K
EFG
Msci Eafe Growth ETF

ETFs
15
New
$77.95 - $97.78 $1.17K - $1.47K
15 $1K
MRO
Marathon Oil Corp

Energy
47
+ 15.67%
$22.02 - $32.17 $1.03K - $1.51K
347 $8K
VOT
Vanguard Mid Cap Growth Index

ETFs
2
New
$167.96 - $227.2 $336 - $454
2 $0
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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