Lake Point Wealth Management Reduced Holdings in Q2 2022

Lake Point Wealth Management

  • $176 Million
  • Q2 2022
Stock Shares change Price Range Shares Held Trade History
XVOL
Tidal ETF Tr Acruence Active H
-4.11M
- 99.51%
$17.17 - $21.45 $70.5M - $88.1M
20.2K $357K
IHDG
Wisdomtree Tr

ETFs
-38.9K
- 5.78%
$37.42 - $43.67 $1.46M - $1.7M
634K $23.7M
SHV
Ishares Tr

ETFs
-42.3K
- 99.9%
$109.96 - $110.28 $4.65M - $4.67M
41 $5K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.48K
- 22.23%
$365.86 - $456.8 $1.64M - $2.05M
15.7K $5.91M
IAU
Ishares Gold Trust

ETFs
-25.7K
- 6.96%
$34.31 - $37.62 $882K - $967K
344K $11.8M
IVV
Ishares Core S&P 500 ETF

ETFs
-714
- 4.74%
$366.99 - $458.8 $262K - $328K
14.4K $5.44M
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-13.5K
- 2.46%
$24.97 - $26.74 $338K - $362K
537K $13.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.44K
- 68.97%
$99.01 - $106.84 $341K - $368K
1.55K $157K
BOND
Pimco Active Bond Exchange Tra

ETFs
-95
- 1.02%
$93.11 - $101.59 $8.85K - $9.65K
9.23K $879K
XOM
Exxon Mobil Corp

Energy
-758
- 55.41%
$82.26 - $104.59 $62.4K - $79.3K
610 $52K
Indexiq ETF Tr
-107
- 0.49%
N/A
21.6K $459K
AWK
American Water Works Company, Inc.

Utilities
-500
- 99.21%
$130.88 - $171.14 $65.4K - $85.6K
4 $1K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-61
- 0.92%
$49.13 - $51.51 $3K - $3.14K
6.6K $329K
VTV
Vanguard Value ETF

ETFs
-647
- 98.03%
$128.01 - $150.8 $82.8K - $97.6K
13 $2K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-290
- 4.55%
$28.46 - $31.01 $8.25K - $8.99K
6.09K $175K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-540
- 21.74%
$24.57 - $26.34 $13.3K - $14.2K
1.94K $49K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-260
- 36.26%
$38.3 - $43.06 $9.96K - $11.2K
457 $18K
OXY
Occidental Petroleum Corp

Energy
-256
- 42.24%
$54.82 - $70.86 $14K - $18.1K
350 $21K
DAL
Delta Air Lines, Inc.

Industrials
-156
- 30.71%
$28.97 - $44.73 $4.52K - $6.98K
352 $10K
HTZ
Hertz Global Holdings, Inc

Industrials
-300
- 39.37%
$15.84 - $23.9 $4.75K - $7.17K
462 $7K
VERO
Venus Concept Inc.

Healthcare
-2K
- 22.22%
$0.45 - $1.57 $900 - $3.14K
7K $3K
WFG
West Fraser Timber Co., LTD

Basic Materials
-103
- 83.74%
$72.12 - $94.26 $7.43K - $9.71K
20 $2K
GME
Game Stop Corp.

Consumer Cyclical
-50
- 50.0%
$20.33 - $42.68 $1.02K - $2.13K
50 $6K
PSX
Phillips 66

Energy
-137
- 79.65%
$81.02 - $110.25 $11.1K - $15.1K
35 $3K
PFE
Pfizer Inc

Healthcare
-25
- 2.09%
$46.53 - $55.17 $1.16K - $1.38K
1.17K $62K
RGR
Sturm Ruger & CO Inc

Industrials
-114
- 73.08%
$61.66 - $73.0 $7.03K - $8.32K
42 $3K
DVN
Devon Energy Corp

Energy
-98
- 12.81%
$53.77 - $78.04 $5.27K - $7.65K
667 $37K
CGC
Canopy Growth Corp

Healthcare
-250
- 89.29%
$2.85 - $7.77 $713 - $1.94K
30 $0
DVY
Ishares Tr

ETFs
-4
- 1.46%
$113.21 - $132.14 $453 - $529
270 $32K
JCI
Johnson Controls International PLC

Industrials
-30
- 54.55%
$47.23 - $66.64 $1.42K - $2K
25 $1K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-3
- 7.69%
$11.61 - $29.11 $34.8 - $87.3
36 $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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