National Wealth Management Group, LLC Closed Holding Positions

National Wealth Management Group, LLC

  • $152 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q1 2022 Filed on Nov 17, 2023
7,658
$22.98 - $41.0 $176K - $314K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on Nov 17, 2023
5,840
$57.22 - $78.74 $334K - $460K
QCON
American Centy ETF Tr Quality
Q1 2022 Filed on Nov 17, 2023
21,701
$43.5 - $48.67 $944K - $1.06M
IYE
Ishares Tr

ETFs
Q2 2022 Filed on Nov 17, 2023
10,576
$37.64 - $48.83 $398K - $516K
IEF
Ishares Barclays

ETFs
Q1 2022 Filed on Nov 17, 2023
5,946
$106.08 - $113.93 $631K - $677K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2022 Filed on Nov 17, 2023
1,092
$199.76 - $251.37 $218K - $274K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2022 Filed on Nov 17, 2023
22,496
$29.63 - $32.87 $667K - $739K
UPS
United Parcel Service Inc

Industrials
Q2 2022 Filed on Nov 17, 2023
1,916
$167.39 - $206.64 $321K - $396K
TAC
Transalta Corp

Utilities
Q1 2022 Filed on Nov 17, 2023
15,993
$9.6 - $11.73 $154K - $188K
SYY
Sysco Corp

Consumer Defensive
Q2 2022 Filed on Nov 17, 2023
7,330
$76.98 - $89.74 $564K - $658K
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Nov 17, 2023
1,647
$101.7 - $144.56 $167K - $238K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2022 Filed on Nov 17, 2023
5,211
$124.76 - $146.81 $650K - $765K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Nov 17, 2023
1,579
$134.63 - $189.39 $213K - $299K
XLI
Industrial Sector Spdr

ETFs
Q1 2022 Filed on Nov 17, 2023
1,980
$95.6 - $107.05 $189K - $212K
XLF
Financial Sector Spdr

ETFs
Q2 2022 Filed on Nov 17, 2023
20,123
$30.84 - $38.22 $621K - $769K
STX
Seagate Technology Holdings PLC

Technology
Q1 2022 Filed on Nov 17, 2023
1,846
$86.35 - $116.02 $159K - $214K
CORP
Pimco Investment Grade Corp Bd

ETFs
Q1 2022 Filed on Nov 17, 2023
5,096
$102.77 - $112.14 $524K - $571K
LOW
Lowes Companies Inc

Consumer Cyclical
Q2 2022 Filed on Nov 17, 2023
5,272
$171.61 - $208.74 $905K - $1.1M
JXN
Jackson Financial Inc.

Financial Services
Q2 2022 Filed on Nov 17, 2023
32,727
$26.75 - $45.33 $875K - $1.48M
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Nov 17, 2023
2,174
$113.44 - $123.09 $247K - $268K
MMM
3 M CO

Industrials
Q2 2022 Filed on Nov 17, 2023
2,817
$129.41 - $154.23 $365K - $434K
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