Signify Wealth Closed Holding Positions

Signify Wealth

  • $77.7 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
LDUR
Pimco Enhanced Low Duration Ac

ETFs
Q2 2022 Filed on Jul 18, 2022
5,205
$95.76 - $97.76 $498K - $509K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q2 2022 Filed on Jul 18, 2022
25,357
$120.18 - $161.96 $3.05M - $4.11M
IHF
Ishares Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
18,908
$239.35 - $295.88 $4.53M - $5.59M
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
36,120
$66.31 - $79.27 $2.4M - $2.86M
IXN
Ishares Global Information Tec

ETFs
Q2 2022 Filed on Jul 18, 2022
69,535
$44.6 - $58.78 $3.1M - $4.09M
CURI
Curiosity Stream Inc.

Communication Services
Q2 2022 Filed on Jul 18, 2022
17,216
$1.47 - $3.05 $25.3K - $52.5K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2022 Filed on Jul 18, 2022
128,035
$35.93 - $42.52 $4.6M - $5.44M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q1 2022 Filed on May 10, 2022
1,136
$181.29 - $248.38 $206K - $282K
NLS
Nautilus, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
11,410
$3.98 - $6.33 $45.4K - $72.2K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on May 10, 2022
63,377
$89.52 - $114.03 $5.67M - $7.23M
IGV
Ishares Expanded Tech Software

ETFs
Q1 2022 Filed on May 10, 2022
617
$302.28 - $393.09 $187K - $243K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
Q1 2022 Filed on May 10, 2022
100,854
$58.98 - $72.55 $5.95M - $7.32M
IYG
Ishares Tr

ETFs
Q1 2022 Filed on May 10, 2022
38,053
$55.98 - $67.65 $2.13M - $2.57M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q1 2022 Filed on May 10, 2022
106,006
$61.64 - $75.75 $6.53M - $8.03M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
Q1 2022 Filed on May 10, 2022
189,644
$44.6 - $53.7 $8.46M - $10.2M
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q1 2022 Filed on May 10, 2022
141,733
$42.38 - $48.61 $6.01M - $6.89M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q1 2022 Filed on May 10, 2022
107,226
$72.15 - $91.58 $7.74M - $9.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
Q4 2021 Filed on Jan 21, 2022
47,767
$73.11 - $83.4 $3.49M - $3.98M
FTC
First Tr Lge Cap Growth

ETFs
Q4 2021 Filed on Jan 21, 2022
63,429
$109.29 - $124.15 $6.93M - $7.87M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q3 2021 Filed on Nov 02, 2021
312,552
$40.05 - $43.23 $12.5M - $13.5M
KRE
Spdr S&P Regional Banking ETF

ETFs
Q3 2021 Filed on Nov 02, 2021
343,333
$59.87 - $68.61 $20.6M - $23.6M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q3 2021 Filed on Nov 02, 2021
92,059
$78.25 - $86.49 $7.2M - $7.96M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q3 2021 Filed on Nov 02, 2021
43,321
$83.18 - $91.93 $3.6M - $3.98M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
Q2 2021 Filed on Jul 23, 2021
184,887
$46.72 - $51.33 $8.64M - $9.49M
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 23, 2021
151,025
$123.49 - $160.08 $18.7M - $24.2M
EEMA
Ishares Msci Emerging Markets

ETFs
Q2 2021 Filed on Jul 23, 2021
147,910
$87.12 - $93.94 $12.9M - $13.9M
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2021 Filed on May 06, 2021
68,962
$113.79 - $148.5 $7.85M - $10.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2021 Filed on May 06, 2021
106,160
$108.11 - $128.06 $11.5M - $13.6M
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