Strategic Wealth Partners Group LLC Reduced Holdings in Q1 2024

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.71K
- 46.14%
$39.04 - $42.23 $184K - $199K
5.5K $229K
IEMG
Ishares Inc

ETFs
-3.34K
- 25.39%
$47.6 - $51.96 $159K - $173K
9.81K $506K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-13.4K
- 6.68%
$35.81 - $37.98 $480K - $509K
187K $7.12M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.06K
- 1.98%
$95.88 - $102.78 $102K - $109K
52.8K $5.42M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-11.3K
- 4.67%
$33.16 - $34.52 $375K - $391K
231K $7.98M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-8.49K
- 5.08%
$31.26 - $32.48 $266K - $276K
159K $5.16M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.81K
- 20.96%
$52.7 - $57.65 $95.3K - $104K
6.82K $392K
EEM
Ishares Msci Emerging Markets

ETFs
-2.55K
- 10.32%
$37.68 - $41.36 $96.2K - $106K
22.2K $911K
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.81K
- 12.61%
$54.0 - $58.69 $97.5K - $106K
12.5K $733K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-1.04K
- 16.78%
$73.39 - $80.18 $76.5K - $83.5K
5.17K $413K
VO
Vanguard Mid Cap ETF

ETFs
-230
- 10.89%
$225.86 - $249.86 $51.9K - $57.5K
1.88K $470K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-92
- 3.53%
$100.29 - $100.71 $9.23K - $9.27K
2.51K $252K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-184
- 1.21%
$24.89 - $25.05 $4.58K - $4.61K
15K $376K
PDEC
Innovator U.S. Equity Power Bu
-60.6K
- 5.3%
N/A
1.08M $0
PNOV
Innovator U.S. Equity Power Bu
-3.28K
- 1.72%
N/A
188K $0
PSEP
Innovator U.S. Equity Power Bu
-11.9K
- 5.15%
N/A
220K $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
-241
- 6.88%
$68.82 - $75.98 $16.6K - $18.3K
3.26K $247K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.3K
- 8.45%
$64.54 - $72.47 $83.6K - $93.8K
14K $1.02M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-241
- 2.47%
$36.33 - $40.27 $8.76K - $9.71K
9.53K $383K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-9.97K
- 5.37%
$32.98 - $35.38 $329K - $353K
176K $6.21M
IXUS
Ishares Tr

ETFs
-86
- 0.92%
$62.39 - $67.92 $5.37K - $5.84K
9.25K $627K
VOE
Vanguard Mid Cap Value Index F

ETFs
-55
- 1.62%
$141.07 - $155.91 $7.76K - $8.58K
3.34K $520K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-457
- 2.71%
$119.97 - $130.73 $54.8K - $59.7K
16.4K $2.15M
VB
Vanguard Small Cap ETF

ETFs
-50
- 1.35%
$204.0 - $228.59 $10.2K - $11.4K
3.67K $837K
POCT
Innovator U.S. Equity Power Bu

ETFs
-4.54K
- 2.65%
$35.88 - $37.5 $163K - $170K
167K $6.25M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-800
- 1.05%
$48.96 - $53.42 $39.2K - $42.7K
75.6K $4.04M
IWN
Ishares Russell2000 Val ETF

ETFs
-158
- 0.26%
$145.61 - $158.81 $23K - $25.1K
59.7K $9.48M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-405
- 1.74%
$153.84 - $169.37 $62.3K - $68.6K
22.9K $3.87M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2K
- 4.2%
$89.27 - $100.81 $179K - $202K
45.7K $4.61M
VUG
Vanguard Growth ETF

ETFs
-14
- 0.17%
$301.05 - $346.61 $4.21K - $4.85K
8.08K $2.78M
VEA
Vanguard Ftse Developed Market

ETFs
-7.76K
- 2.48%
$46.21 - $50.27 $359K - $390K
305K $15.3M
IWM
Ishares Russell 2000 ETF

ETFs
-789
- 1.25%
$189.48 - $210.3 $149K - $166K
62.5K $13.1M
AOR
Ishares Tr Core Growth Allocat

ETFs
-6.22K
- 1.91%
$52.25 - $55.68 $325K - $346K
319K $17.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-479
- 1.83%
$257.46 - $288.1 $123K - $138K
25.7K $7.41M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.74K
- 0.54%
$102.35 - $110.52 $178K - $193K
323K $35.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-417
- 1.03%
$239.5 - $270.8 $99.9K - $113K
39.9K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
-4.32K
- 1.77%
$232.77 - $260.14 $1M - $1.12M
240K $62.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-735
- 0.64%
$467.28 - $523.17 $343K - $385K
113K $59.3M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.76K
- 0.63%
$161.84 - $179.11 $446K - $494K
437K $78.4M
Activity Summary
Buys All Purchases 26 New Holdings 4 Increased Positions 22 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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