Valtinson Bruner Financial Planning LLC Reduced Holdings in Q4 2024

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-24.1K
- 6.48%
$67.27 - $79.67 $1.62M - $1.92M
348K $23.6M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29.9K
- 12.12%
$34.13 - $37.35 $1.02M - $1.11M
216K $7.38M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-13K
- 16.78%
$45.17 - $47.23 $589K - $616K
64.7K $2.93M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-7.72K
- 29.52%
$25.25 - $26.34 $195K - $203K
18.4K $466K
ECL
Ecolab Inc.

Basic Materials
-200
- 2.74%
$234.32 - $261.43 $46.9K - $52.3K
7.11K $1.67M
UNH
Unitedhealth Group Inc

Healthcare
-107
- 5.83%
$485.52 - $625.25 $52K - $66.9K
1.73K $873K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-581
- 2.23%
$50.06 - $55.0 $29.1K - $32K
25.4K $1.28M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-854
- 1.51%
$56.06 - $61.35 $47.9K - $52.4K
55.7K $3.15M
COST
Costco Wholesale Corp

Consumer Defensive
-150
- 19.13%
$873.59 - $994.69 $131K - $149K
634 $580K
VEA
Vanguard Ftse Developed Market

ETFs
-642
- 4.81%
$47.57 - $52.44 $30.5K - $33.7K
12.7K $607K
NVDA
Nvidia Corp

Technology
-1.14K
- 22.09%
$117.0 - $148.88 $133K - $169K
4.01K $539K
EAPR
Innovator Etfs Tr Emerging Mkt
-1.53K
- 9.44%
$25.87 - $27.33 $39.6K - $41.8K
14.7K $379K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-1.99K
- 2.53%
$41.66 - $43.47 $82.9K - $86.5K
76.7K $3.27M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-3.23K
- 3.94%
$44.7 - $46.74 $144K - $151K
78.7K $3.64M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.57K
- 5.76%
$45.35 - $47.21 $71.1K - $74K
25.7K $1.19M
POCT
Innovator U.S. Equity Power Bu

ETFs
-3.5K
- 2.37%
$38.63 - $40.03 $135K - $140K
145K $5.72M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.73K
- 4.11%
$44.57 - $46.43 $77K - $80.2K
40.3K $1.84M
IYW
Ishares Dj Us Tech ETF

ETFs
-373
- 21.92%
$148.14 - $166.23 $55.3K - $62K
1.33K $212K
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.16K
- 3.44%
$42.96 - $45.15 $92.9K - $97.6K
60.7K $2.69M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-360
- 9.92%
$124.26 - $134.12 $44.7K - $48.3K
3.27K $420K
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.67K
- 1.86%
$32.06 - $34.27 $53.4K - $57.1K
87.8K $2.87M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-163
- 1.8%
$30.93 - $33.94 $5.04K - $5.53K
8.91K $276K
EEM
Ishares Msci Emerging Markets

ETFs
-227
- 4.03%
$41.82 - $47.36 $9.49K - $10.8K
5.41K $226K
AUGZ
Listed Fds Tr Trueshares Struc

Technology
-526
- 4.13%
$38.59 - $41.4 $20.3K - $21.8K
12.2K $471K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
-4.06K
- 2.47%
$40.18 - $41.59 $163K - $169K
160K $6.6M
JULZ
Listed Fds Tr Trueshares Struc

Technology
-640
- 1.06%
N/A
59.5K $2.31M
XEL
Xcel Energy Inc

Utilities
-1.01K
- 4.63%
$62.16 - $72.92 $62.8K - $73.6K
20.8K $1.4M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-819
- 3.98%
$37.61 - $38.92 $30.8K - $31.9K
19.8K $761K
VO
Vanguard Mid Cap ETF

ETFs
-62
- 0.59%
$261.5 - $284.63 $16.2K - $17.6K
10.5K $2.76M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-23
- 0.67%
$154.42 - $163.91 $3.55K - $3.77K
3.42K $530K
SPMD
Spdr Portfolio

ETFs
-228
- 2.93%
$54.13 - $59.56 $12.3K - $13.6K
7.54K $412K
ABT
Abbott Laboratories

Healthcare
-64
- 2.61%
$111.93 - $119.39 $7.16K - $7.64K
2.38K $269K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-252
- 2.46%
$47.07 - $48.75 $11.9K - $12.3K
10K $478K
NOCT
Innovator Growth 100 Power Buf

ETFs
-1.11K
- 3.04%
$49.49 - $52.11 $54.7K - $57.6K
35.3K $1.81M
SPY
Spdr S&P 500 ETF Trust

ETFs
-63
- 2.3%
$567.81 - $607.81 $35.8K - $38.3K
2.68K $1.57M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-508
- 2.43%
$41.16 - $42.25 $20.9K - $21.5K
20.4K $862K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-1.33K
- 3.12%
N/A
41.3K $0
XTWY
Bondbloxx ETF Tr Bloomberg 20
-82.5K
- 12.93%
N/A
556K $0
Rbb Fd Inc
-34.8K
- 69.99%
N/A
14.9K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-5.03K
- 30.33%
N/A
11.6K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
-14.5K
- 72.34%
N/A
5.54K $0
KOCT
Innovator Laddered Fund Of U.S
-6.84K
- 5.3%
N/A
122K $0
Innovator Etfs Trust
-294
- 0.52%
N/A
56.3K $0
Listed Fd Tr
-1.4K
- 2.51%
N/A
54.1K $0
Rbb Fd Inc
-39.9K
- 85.65%
N/A
6.69K $0
NOVZ
Listed Fds Tr Trueshares Struc
-1.65K
- 2.16%
N/A
74.7K $0
Innovator Etfs Trust
-363
- 0.78%
N/A
46.4K $0
VB
Vanguard Small Cap ETF

ETFs
-177
- 1.24%
$233.76 - $261.58 $41.4K - $46.3K
14.1K $3.4M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-385
- 1.74%
$41.8 - $43.67 $16.1K - $16.8K
21.7K $932K
Activity Summary
Buys All Purchases 53 New Holdings 11 Increased Positions 42 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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