Selective Wealth Management, Inc. Closed Holding Positions

Selective Wealth Management, Inc.

  • $308 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GBF
Ishares Tr

ETFs
Q1 2022 Filed on Apr 20, 2022
18
$112.53 - $120.52 $2.03K - $2.17K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q1 2022 Filed on Apr 20, 2022
49
$54.28 - $58.95 $2.66K - $2.89K
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2022 Filed on Apr 20, 2022
132
$92.11 - $106.34 $12.2K - $14K
DBEM
Xtrackers Msci Emerging Market

ETFs
Q1 2022 Filed on Apr 20, 2022
240
$22.9 - $27.39 $5.5K - $6.57K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
Q1 2022 Filed on Apr 20, 2022
86
$99.35 - $107.85 $8.54K - $9.28K
CDC
Victory Portfolios Ii Shs Inco

ETFs
Q1 2022 Filed on Apr 20, 2022
740
$67.69 - $72.62 $50.1K - $53.7K
MPC
Marathon Petroleum Corp

Energy
Q1 2022 Filed on Apr 20, 2022
300
$65.66 - $85.5 $19.7K - $25.7K
CARS
Cars.Com Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 20, 2022
1,500
$13.84 - $16.95 $20.8K - $25.4K
Cerner Corp
Q1 2022 Filed on Apr 20, 2022
147
N/A
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q1 2022 Filed on Apr 20, 2022
37
$73.61 - $78.14 $2.72K - $2.89K
BITO
Proshares Tr Bitcoin Strategy

ETFs
Q1 2022 Filed on Apr 20, 2022
355
$22.31 - $30.13 $7.92K - $10.7K
BLZE
Backblaze, Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
300
$9.34 - $17.88 $2.8K - $5.36K
FITB
Fifth Third Bancorp

Financial Services
Q1 2022 Filed on Apr 20, 2022
500
$41.96 - $50.45 $21K - $25.2K
LYLT
Loyalty Ventures Inc.

Technology
Q1 2022 Filed on Apr 20, 2022
120
$16.53 - $33.9 $1.98K - $4.07K
STOR
Store Capital Corp

Real Estate
Q1 2022 Filed on Apr 20, 2022
2,250
$28.73 - $34.6 $64.6K - $77.9K
Apollo Global Mgmt Inc
Q1 2022 Filed on Apr 20, 2022
1,350
N/A
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2022 Filed on Apr 20, 2022
106
$36.82 - $39.84 $3.9K - $4.22K
CUTR
Cutera Inc

Healthcare
Q1 2022 Filed on Apr 20, 2022
125
$32.12 - $69.0 $4.01K - $8.63K
VERU
Veru Inc.

Healthcare
Q1 2022 Filed on Apr 20, 2022
10,000
$4.55 - $6.41 $45.5K - $64.1K
SMPL
Simply Good Foods CO

Consumer Defensive
Q1 2022 Filed on Apr 20, 2022
800
$33.81 - $42.35 $27K - $33.9K
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on Apr 20, 2022
350
$51.73 - $62.62 $18.1K - $21.9K
CLMT
Calumet Specialty Products Partners, L.P.

Energy
Q1 2022 Filed on Apr 20, 2022
200
$13.15 - $16.77 $2.63K - $3.35K
ALL
Allstate Corp

Financial Services
Q1 2022 Filed on Apr 20, 2022
200
$117.69 - $141.8 $23.5K - $28.4K
CAR
Avis Budget Group, Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
300
$149.52 - $298.0 $44.9K - $89.4K
MATX
Matson, Inc.

Industrials
Q1 2022 Filed on Apr 20, 2022
550
$85.25 - $124.55 $46.9K - $68.5K
BOTZ
Global X Fds

ETFs
Q4 2021 Filed on Jan 18, 2022
294
$34.68 - $39.83 $10.2K - $11.7K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q4 2021 Filed on Jan 18, 2022
258
$40.17 - $62.77 $10.4K - $16.2K
EDOC
Global X Fds Telemedicine & Di

ETFs
Q4 2021 Filed on Jan 18, 2022
488
$15.72 - $18.83 $7.67K - $9.19K
MET
Metlife Inc

Financial Services
Q4 2021 Filed on Jan 18, 2022
1,700
$57.11 - $66.6 $97.1K - $113K
KOIN
Capital Link Global Fintech Le
Q4 2021 Filed on Jan 18, 2022
264
N/A
IRBO
Ishares Robotics & Artificial

ETFs
Q4 2021 Filed on Jan 18, 2022
227
$40.32 - $47.28 $9.15K - $10.7K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Jan 18, 2022
3,000
$49.94 - $66.29 $150K - $199K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
Q4 2021 Filed on Jan 18, 2022
244
$12.86 - $13.84 $3.14K - $3.38K
RL
Ralph Lauren Corp

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
160
$108.9 - $129.75 $17.4K - $20.8K
Document Sec Sys Inc
Q4 2021 Filed on Jan 18, 2022
500
N/A
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
700
$45.89 - $57.58 $32.1K - $40.3K
EMF
Templeton Emerging Markets Fund

Financial Services
Q4 2021 Filed on Jan 18, 2022
1,100
$15.34 - $18.04 $16.9K - $19.8K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
550
$35.89 - $45.78 $19.7K - $25.2K
LUV
Southwest Airlines CO

Industrials
Q4 2021 Filed on Jan 18, 2022
335
$39.36 - $55.06 $13.2K - $18.4K
ADFI
Two Rds Shared Tr Anfield Dyna

ETFs
Q4 2021 Filed on Jan 18, 2022
519
$9.56 - $9.74 $4.96K - $5.06K
SON
Sonoco Products CO

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
320
$55.01 - $62.51 $17.6K - $20K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
Q4 2021 Filed on Jan 18, 2022
5,544
$10.22 - $11.63 $56.7K - $64.5K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
3,000
$27.36 - $30.79 $82.1K - $92.4K
MGA
Magna International Inc

Consumer Cyclical
Q4 2021 Filed on Jan 18, 2022
300
$75.2 - $88.55 $22.6K - $26.6K
MRAM
Everspin Technologies Inc

Technology
Q4 2021 Filed on Jan 18, 2022
700
$5.98 - $13.34 $4.19K - $9.34K
EIX
Edison International

Utilities
Q3 2021 Filed on Oct 27, 2021
200
$54.5 - $59.53 $10.9K - $11.9K
SCHW
Schwab Charles Corp

Financial Services
Q3 2021 Filed on Oct 27, 2021
400
$66.68 - $77.38 $26.7K - $31K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
200
$177.8 - $200.2 $35.6K - $40K
CSTR
Cap Star Financial Holdings, Inc.

Financial Services
Q3 2021 Filed on Oct 27, 2021
1,214
$19.74 - $21.95 $24K - $26.6K
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