Secure Asset Management, LLC Closed Holding Positions

Secure Asset Management, LLC

  • $568 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
6,098
$78.88 - $94.44 $481K - $576K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
Q2 2022 Filed on Jul 20, 2022
28,590
$24.32 - $27.85 $695K - $796K
NPK
National Presto Industries Inc

Industrials
Q2 2022 Filed on Jul 20, 2022
3,909
$61.34 - $78.91 $240K - $308K
SGA
Saga Communications Inc

Communication Services
Q2 2022 Filed on Jul 20, 2022
18,247
$22.48 - $25.78 $410K - $470K
Blackrock Muniyield N J Fd I
Q2 2022 Filed on Jul 20, 2022
26,866
N/A
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
Q2 2022 Filed on Jul 20, 2022
22,576
$11.1 - $12.5 $251K - $282K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2022 Filed on Jul 20, 2022
1,624
$69.0 - $136.17 $112K - $221K
PDI
Pimco Dynamic Income Fund

Financial Services
Q2 2022 Filed on Jul 20, 2022
31,328
$19.73 - $24.11 $618K - $755K
DEED
First Tr Exch Trd Fd Viii Firs

ETFs
Q2 2022 Filed on Jul 20, 2022
27,706
$22.27 - $24.14 $617K - $669K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
3,581
$51.43 - $62.92 $184K - $225K
BUG
Global X Fds Cybersecurity ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
7,906
$23.7 - $32.26 $187K - $255K
FDHY
Fidelity Covington Trust High

ETFs
Q2 2022 Filed on Jul 20, 2022
11,197
$45.38 - $51.36 $508K - $575K
HYDW
Dbx ETF Tr X Trackers Low Beta

ETFs
Q2 2022 Filed on Jul 20, 2022
9,427
$43.85 - $48.28 $413K - $455K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q2 2022 Filed on Jul 20, 2022
16,149
$15.13 - $17.03 $244K - $275K
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Jul 20, 2022
13,608
$78.1 - $85.93 $1.06M - $1.17M
SKYY
First Trust Cloud Computing Et

ETFs
Q2 2022 Filed on Jul 20, 2022
3,386
$61.99 - $93.67 $210K - $317K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q2 2022 Filed on Jul 20, 2022
2,592
$78.1 - $97.98 $202K - $254K
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2022 Filed on Jul 20, 2022
8,573
$37.88 - $48.01 $325K - $412K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q2 2022 Filed on Jul 20, 2022
13,392
$68.33 - $73.94 $915K - $990K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 20, 2022
30,320
$10.05 - $12.08 $305K - $366K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
Q2 2022 Filed on Jul 20, 2022
7,645
$50.06 - $50.26 $383K - $384K
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q2 2022 Filed on Jul 20, 2022
2,551
$91.07 - $108.95 $232K - $278K
TOLZ
Dj Brookfield Global

ETFs
Q2 2022 Filed on Jul 20, 2022
4,880
$44.52 - $51.33 $217K - $250K
CIL
Victory Portfolios Ii Shs Intl

ETFs
Q2 2022 Filed on Jul 20, 2022
5,038
$35.76 - $42.69 $180K - $215K
EAD
Allspring Income Opportunities Fund

Financial Services
Q2 2022 Filed on Jul 20, 2022
11,198
$6.48 - $8.13 $72.6K - $91K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
Q2 2022 Filed on Jul 20, 2022
37,033
$10.1 - $11.97 $374K - $443K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
Q2 2022 Filed on Jul 20, 2022
18,260
$12.23 - $14.2 $223K - $259K
FCG
First Tr Exchange Traded Fd

ETFs
Q2 2022 Filed on Jul 20, 2022
8,538
$21.75 - $30.82 $186K - $263K
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q2 2022 Filed on Jul 20, 2022
12,364
$9.75 - $11.43 $121K - $141K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2022 Filed on Jul 20, 2022
1,392
$133.27 - $158.52 $186K - $221K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Jul 20, 2022
17,449
$11.35 - $13.23 $198K - $231K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
Q2 2022 Filed on Jul 20, 2022
16,716
$10.99 - $13.14 $184K - $220K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q2 2022 Filed on Jul 20, 2022
6,994
$43.4 - $65.85 $304K - $461K
EQRR
Proshares Tr Equities For Risi

ETFs
Q2 2022 Filed on Jul 20, 2022
4,465
$44.57 - $55.62 $199K - $248K
DNL
Wiswisdomtree Tr

ETFs
Q2 2022 Filed on Jul 20, 2022
36,683
$31.69 - $40.37 $1.16M - $1.48M
FDM
First Trust Dow Jones Select M

ETFs
Q2 2022 Filed on Jul 20, 2022
4,193
$51.18 - $60.64 $215K - $254K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 19, 2022
1,350
$93.61 - $194.94 $126K - $263K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on Apr 19, 2022
100
$57.92 - $72.58 $5.79K - $7.26K
XAIR
Beyond Air, Inc.

Healthcare
Q1 2022 Filed on Apr 19, 2022
11,827
$6.33 - $9.53 $74.9K - $113K
GILD
Gilead Sciences, Inc.

Healthcare
Q1 2022 Filed on Apr 19, 2022
3,554
$57.92 - $72.58 $206K - $258K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q1 2022 Filed on Apr 19, 2022
2,246
$84.79 - $102.13 $190K - $229K
QTUM
ETF Ser Solutions Defiance Qua
Q1 2022 Filed on Apr 19, 2022
3,917
N/A
BFIT
Global X Funds Global X Health

ETFs
Q1 2022 Filed on Apr 19, 2022
7,737
N/A
FTXR
First Tr ETF Vi Nasdaq Transn

ETFs
Q1 2022 Filed on Apr 19, 2022
27,343
$29.48 - $35.94 $806K - $983K
ILMN
Illumina, Inc.

Healthcare
Q1 2022 Filed on Apr 19, 2022
572
$303.87 - $423.8 $174K - $242K
World Gold Tr
Q1 2022 Filed on Apr 19, 2022
11,974
N/A
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 19, 2022
2,450
$74.08 - $93.14 $181K - $228K
VGLT
Vanguard Long Term Treasury Et

ETFs
Q1 2022 Filed on Apr 19, 2022
4,998
$78.1 - $87.35 $390K - $437K
MMM
3 M CO

Industrials
Q1 2022 Filed on Apr 19, 2022
1,547
$140.96 - $181.02 $218K - $280K
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