Up Strategic Wealth Investment Advisors LLC Reduced Holdings in Q2 2024

Up Strategic Wealth Investment Advisors LLC

  • $66 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-6.67K
- 18.28%
$51.23 - $54.89 $342K - $366K
29.8K $1.56B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-611
- 9.73%
$159.21 - $168.37 $97.3K - $103K
5.67K $931M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-593
- 11.86%
$76.09 - $82.16 $45.1K - $48.7K
4.41K $345M
EQAL
Invesco ETF

ETFs
-394
- 2.32%
$43.33 - $46.19 $17.1K - $18.2K
16.6K $740M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-15
- 0.97%
$516.55 - $556.17 $7.75K - $8.34K
1.54K $822M
IEF
Ishares Barclays

ETFs
-363
- 7.13%
$91.24 - $94.6 $33.1K - $34.3K
4.73K $443M
VTI
Vanguard Total Stock Market Et

ETFs
-132
- 5.71%
$245.23 - $269.4 $32.4K - $35.6K
2.18K $583M
XLF
Financial Sector Spdr

ETFs
-120
- 1.01%
$39.59 - $42.49 $4.75K - $5.1K
11.8K $485M
IXUS
Ishares Tr

ETFs
-98
- 1.33%
$65.1 - $70.07 $6.38K - $6.87K
7.27K $491M
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 5.33%
$497.53 - $549.64 $26.4K - $29.1K
941 $515M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-46
- 3.23%
$414.65 - $485.21 $19.1K - $22.3K
1.38K $660M
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.09%
$704.88 - $870.75 $705 - $871
1.14K $966M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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