Retirement Capital Strategies Purchases and Sells in Q3 2024

Retirement Capital Strategies

$255 Million
Q3 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	350K + 2963.75%	$44.83 - $47.42 $15.7M - $16.6M	362K $17.1M
BIV	124K + 376.09%	$74.26 - $78.84 $9.19M - $9.76M	157K $12.3M
ESGV	37.6K + 69.65%	$91.37 - $101.65 $3.44M - $3.83M	91.7K $9.32M
MBB	11.9K + 64.88%	$90.85 - $96.66 $1.08M - $1.15M	30.1K $2.89M
TLH	6.9K + 13.42%	$100.75 - $111.62 $695K - $770K	58.3K $6.37M
SKYY	5.84K + 162.38%	$86.45 - $102.48 $505K - $599K	9.44K $965K

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	170K New	$96.25 - $101.98 $16.4M - $17.4M	170K $17.3M
EUSB	239K New	$42.09 - $44.64 $10.1M - $10.7M	239K $10.6M
FOVL	63.4K New	$59.36 - $68.16 $3.77M - $4.32M	63.4K $4.32M
USMV	47.2K New	$83.76 - $91.82 $3.95M - $4.33M	47.2K $4.31M
XLRE	80.9K New	$38.04 - $45.36 $3.08M - $3.67M	80.9K $3.61M
VNQ	32K New	$82.97 - $98.97 $2.66M - $3.17M	32K $3.12M

Top Sells

Reduced Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SGOV	-193K - 98.03%	$100.3 - $100.74 $19.4M - $19.4M	3.87K $389K
XVV	-94.2K - 63.74%	$39.71 - $44.22 $3.74M - $4.16M	53.6K $2.37M
SUSL	-17.4K - 47.46%	$91.41 - $101.59 $1.59M - $1.76M	19.2K $1.95M
CDNS	-1.69K - 44.35%	$246.84 - $321.11 $417K - $543K	2.12K $574K
USSG	-6.38K - 28.81%	$47.91 - $53.27 $306K - $340K	15.8K $839K
MSFT	-160 - 2.31%	$395.15 - $467.56 $63.2K - $74.8K	6.77K $2.91M

Activity Summary All Purchases 31 New Holdings 18 Increased Positions 13 All Sells 19 Reductions 19 Sold out 0 Calls 0 Puts 0

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