Mbl Wealth, LLC Closed Holding Positions

Mbl Wealth, LLC

  • $1.02 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GBDC
Golub Capital Bdc, Inc.

Financial Services
Q4 2022 Filed on Jan 12, 2023
16,500
$12.46 - $14.25 $206K - $235K
ICE
Intercontinental Exchange, Inc.

Financial Services
Q2 2022 Filed on Jan 12, 2023
1,972
$90.33 - $132.7 $178K - $262K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
Q2 2022 Filed on Jan 12, 2023
44,989
$21.33 - $24.43 $960K - $1.1M
HYZN
Hyzon Motors Inc.

Consumer Cyclical
Q3 2022 Filed on Jan 12, 2023
11,500
$0.29 - $4.49 $3.33K - $51.6K
SRLN
Ssga Active Trust

ETFs
Q2 2022 Filed on Jan 12, 2023
6,945
$41.64 - $45.06 $289K - $313K
CSX
Csx Corp

Industrials
Q2 2022 Filed on Jan 12, 2023
5,951
$28.71 - $36.3 $171K - $216K
BDX
Becton Dickinson & CO

Healthcare
Q2 2022 Filed on Jan 12, 2023
768
$234.74 - $275.42 $180K - $212K
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q4 2022 Filed on Jan 12, 2023
11,096
$54.94 - $59.67 $610K - $662K
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2022 Filed on Jan 12, 2023
6,699
$34.78 - $51.9 $233K - $348K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q3 2022 Filed on Jan 12, 2023
4,300
$48.11 - $51.14 $207K - $220K
RF
Regions Financial Corp

Financial Services
Q2 2022 Filed on Jan 12, 2023
12,041
$18.42 - $22.09 $222K - $266K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q3 2022 Filed on Jan 12, 2023
4,055
$110.52 - $127.4 $448K - $517K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
Q3 2022 Filed on Jan 12, 2023
205,690
$31.9 - $38.14 $6.56M - $7.85M
VLTA
Volta Inc.

Consumer Cyclical
Q4 2022 Filed on Jan 12, 2023
49,323
$0.31 - $1.27 $15.3K - $62.6K
BA
Boeing CO

Industrials
Q2 2022 Filed on Jan 12, 2023
2,294
$115.86 - $191.18 $266K - $439K
MINO
Pimco ETF Tr Municipal Income

ETFs
Q4 2022 Filed on Jan 12, 2023
5,385
$41.62 - $44.41 $224K - $239K
USOI
Credit Suisse Ag

ETFs
Q3 2022 Filed on Jan 12, 2023
20,000
$4.07 - $83.52 $81.4K - $1.67M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q3 2022 Filed on Jan 12, 2023
2,500
$94.62 - $96.45 $237K - $241K
ACN
Accenture PLC

Technology
Q2 2022 Filed on Jan 12, 2023
841
$270.9 - $344.47 $228K - $290K
LUV
Southwest Airlines CO

Industrials
Q2 2022 Filed on Jan 12, 2023
4,907
$34.98 - $48.38 $172K - $237K
QCOM
Qualcomm Inc

Technology
Q4 2022 Filed on Jan 12, 2023
2,016
$103.88 - $126.81 $209K - $256K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q3 2022 Filed on Jan 12, 2023
48,510
$98.86 - $99.36 $4.8M - $4.82M
FSK
Fs Kkr Capital Corp

Financial Services
Q1 2022 Filed on May 02, 2022
10,000
$21.15 - $23.3 $212K - $233K
CWBR
Coh Bar, Inc.

Healthcare
Q1 2022 Filed on May 02, 2022
86,240
$0.25 - $0.43 $21.6K - $37.1K
BNL
Broadstone Net Lease, Inc.

Real Estate
Q1 2022 Filed on May 02, 2022
11,500
$20.87 - $24.69 $240K - $284K
PSLV
Sprott Physical Silver Trust

Financial Services
Q1 2022 Filed on May 02, 2022
93,328
$7.64 - $9.18 $713K - $857K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
Q1 2022 Filed on May 02, 2022
12,965
$42.76 - $55.48 $554K - $719K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q1 2022 Filed on May 02, 2022
14,453
$150.07 - $182.21 $2.17M - $2.63M
MUR
Murphy Oil Corp

Energy
Q1 2022 Filed on May 02, 2022
19,005
$27.67 - $43.15 $526K - $820K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q1 2022 Filed on May 02, 2022
248,930
$25.49 - $27.2 $6.35M - $6.77M
World Gold Tr
Q1 2022 Filed on May 02, 2022
422,247
N/A
CCOR
Listed Fds Tr Core Alternative

ETFs
Q1 2022 Filed on May 02, 2022
130,174
$29.5 - $31.54 $3.84M - $4.11M
Credit Suisse Nassau Branch
Q1 2022 Filed on May 02, 2022
20,000
N/A
Blackrock Munihlds Invstm Ql
Q3 2021 Filed on Oct 25, 2021
20,000
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q3 2021 Filed on Oct 25, 2021
10,640
$48.12 - $48.7 $512K - $518K
Fs Kkr Cap Corp Ii
Q3 2021 Filed on Oct 25, 2021
18,726
N/A
CHY
Calamos Convertible & High Income Fund

Financial Services
Q3 2021 Filed on Oct 25, 2021
10,000
$15.15 - $16.47 $152K - $165K
Microsoft Corp
Q3 2021 Filed on Oct 25, 2021
200
N/A
Home Depot Inc
Q3 2021 Filed on Oct 25, 2021
100
N/A
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 25, 2021
10,000
$16.2 - $17.08 $162K - $171K
Gold Tr
Q3 2021 Filed on Oct 25, 2021
18,500
N/A
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 25, 2021
5,105
$49.5 - $54.84 $253K - $280K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
3,795
$158.89 - $176.21 $603K - $669K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q3 2021 Filed on Oct 25, 2021
10,000
$9.46 - $10.02 $94.6K - $100K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q3 2021 Filed on Oct 25, 2021
10,000
$9.79 - $10.06 $97.9K - $101K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Oct 25, 2021
3,492
$118.69 - $138.49 $414K - $484K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
4,797
$82.36 - $82.87 $395K - $398K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Oct 25, 2021
8,230
$59.87 - $68.61 $493K - $565K
Churchill Capital Corp Iv
Q3 2021 Filed on Oct 25, 2021
23,041
N/A
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