Smart Portfolios, LLC Closed Holding Positions

Smart Portfolios, LLC

  • $91.2 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
XLV
Select Sector Spdr Fund Health

ETFs
Q2 2022 Filed on Aug 16, 2022
1,935
$119.89 - $142.83 $232K - $276K
SKYY
First Trust Cloud Computing Et

ETFs
Q2 2022 Filed on Aug 16, 2022
20,769
$61.99 - $93.67 $1.29M - $1.95M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2022 Filed on Aug 16, 2022
2,768
$402.57 - $493.76 $1.11M - $1.37M
FBZ
First Trust Brazil Alphadex Fu
Q2 2022 Filed on Aug 16, 2022
81,562
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2022 Filed on Aug 16, 2022
1,218
$365.86 - $456.8 $446K - $556K
RODM
Hartford Multifactor Developed

ETFs
Q2 2022 Filed on Aug 16, 2022
33,098
$24.89 - $29.35 $824K - $971K
FTF
Franklin LTD Duration Income Trust

Financial Services
Q2 2022 Filed on Aug 16, 2022
12,001
$6.45 - $7.77 $77.4K - $93.2K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
Q2 2022 Filed on Aug 16, 2022
80,116
$46.18 - $47.71 $3.7M - $3.82M
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 16, 2022
18,941
$5.8 - $10.48 $110K - $199K
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q2 2022 Filed on Aug 16, 2022
9,145
$23.96 - $30.44 $219K - $278K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Aug 16, 2022
8,374
$81.97 - $83.48 $686K - $699K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on Jun 09, 2022
21,915
$89.52 - $114.03 $1.96M - $2.5M
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Jun 09, 2022
14,220
$163.19 - $210.31 $2.32M - $2.99M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q1 2022 Filed on Jun 09, 2022
12,431
$29.3 - $38.91 $364K - $484K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on Jun 09, 2022
47,446
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2022 Filed on Jun 09, 2022
34,823
$112.23 - $123.59 $3.91M - $4.3M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
Q1 2022 Filed on Jun 09, 2022
46,267
N/A
BSTZ
Black Rock Science & Technology Trust Ii

N/A
Q4 2021 Filed on Jan 26, 2022
6,276
$35.7 - $43.53 $224K - $273K
QCOM
Qualcomm Inc

Technology
Q4 2021 Filed on Jan 26, 2022
1,795
$122.95 - $189.28 $221K - $340K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q4 2021 Filed on Jan 26, 2022
7,284
$84.53 - $113.64 $616K - $828K
VBR
Vanguard Small Cap Value ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
1,589
$168.72 - $185.72 $268K - $295K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q4 2021 Filed on Jan 26, 2022
45,140
$15.45 - $16.97 $697K - $766K
VBK
Vanguard Small Cap Growth ETF

ETFs
Q4 2021 Filed on Jan 26, 2022
1,005
$269.22 - $305.79 $271K - $307K
IAU
Ishares Gold Trust

ETFs
Q3 2021 Filed on Nov 10, 2021
6,341
$32.85 - $34.83 $208K - $221K
INDA
Ishares Msci India Index Fund

ETFs
Q3 2021 Filed on Nov 10, 2021
45,393
$43.81 - $50.07 $1.99M - $2.27M
IEF
Ishares Barclays

ETFs
Q3 2021 Filed on Nov 10, 2021
4,345
$114.96 - $118.18 $500K - $513K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q3 2021 Filed on Nov 10, 2021
4,533
$154.62 - $164.07 $701K - $744K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q3 2021 Filed on Nov 10, 2021
24,744
$58.84 - $62.73 $1.46M - $1.55M
J P Morgan Exchange Traded F
Q2 2021 Filed on Aug 12, 2021
285,460
N/A
Ishares Gold Tr
Q2 2021 Filed on Aug 12, 2021
26,425
N/A
XLE
Energy Sector Spdr

ETFs
Q1 2021 Filed on May 10, 2021
19,170
$37.96 - $53.57 $728K - $1.03M
COST
Costco Wholesale Corp

Consumer Defensive
Q4 2020 Filed on Mar 08, 2021
600
$355.01 - $391.77 $213K - $235K
IVE
Ishares S&P 500 Value ETF

ETFs
Q4 2020 Filed on Mar 08, 2021
2,010
$109.93 - $128.18 $221K - $258K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2020 Filed on Mar 08, 2021
9,260
$265.06 - $305.79 $2.45M - $2.83M
EEM
Ishares Msci Emerging Markets

ETFs
Q4 2020 Filed on Mar 08, 2021
9,131
$43.99 - $51.7 $402K - $472K
EMB
Ishares Tr

ETFs
Q4 2020 Filed on Mar 08, 2021
2,200
$109.8 - $115.91 $242K - $255K
INTC
Intel Corp

Technology
Q4 2020 Filed on Mar 08, 2021
4,587
$44.11 - $54.58 $202K - $250K
IGV
Ishares Expanded Tech Software

ETFs
Q4 2020 Filed on Mar 08, 2021
1,200
$302.67 - $365.08 $363K - $438K
CCM
Concord Medical Services Holdings LTD

Healthcare
Q4 2020 Filed on Mar 08, 2021
17,000
$1.7 - $5.31 $28.9K - $90.3K
VHT
Vanguard Health Care ETF

ETFs
Q4 2020 Filed on Mar 08, 2021
1,154
$198.15 - $223.73 $229K - $258K
VNQ
Vanguard Specialized Funds Van

ETFs
Q4 2020 Filed on Mar 08, 2021
4,425
$76.08 - $86.67 $337K - $384K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q4 2020 Filed on Mar 08, 2021
1,524
$56.17 - $63.82 $85.6K - $97.3K
MRK
Merck & Co., Inc.

Healthcare
Q4 2020 Filed on Mar 08, 2021
2,514
$71.77 - $79.65 $180K - $200K
Alps ETF Tr
Q2 2020 Filed on Aug 11, 2020
19,034
N/A
Ever Glory Intl Grp Inc
Q2 2020 Filed on Aug 11, 2020
21,000
N/A
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q2 2020 Filed on Aug 11, 2020
72,257
$35.43 - $52.77 $2.56M - $3.81M
QUAL
Ishares Msci Usa Quality Facto

ETFs
Q1 2020 Filed on May 12, 2020
64,671
$69.28 - $105.06 $4.48M - $6.79M
VIG
Vanguard Dividend Appreciation

ETFs
Q1 2020 Filed on May 12, 2020
2,098
N/A
PCYO
Pure Cycle Corp

Utilities
Q1 2020 Filed on May 12, 2020
15,740
$7.93 - $13.76 $125K - $217K
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