Valtinson Bruner Financial Planning LLC Closed Holding Positions

Valtinson Bruner Financial Planning LLC

  • $231 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wisdomtree Tr
Q2 2022 Filed on Aug 08, 2022
7,929
N/A
BJUN
Innovator U.S. Equity Buffer E

ETFs
Q2 2022 Filed on Aug 08, 2022
332,693
$29.12 - $34.51 $9.69M - $11.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
33,629
$58.13 - $77.8 $1.95M - $2.62M
IWR
Ishares Russell Mid Cap ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
3,781
$72.29 - $82.89 $273K - $313K
XLK
Technology Sector Spdr

ETFs
Q1 2022 Filed on Apr 15, 2022
14,737
$141.39 - $175.52 $2.08M - $2.59M
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 15, 2022
1,211
$191.52 - $225.32 $232K - $273K
IJAN
Innovator Etfs Tr Intl Dev Pwr
Q4 2021 Filed on Jan 18, 2022
7,421
N/A
ULTR
Indexiq Active ETF Tr Iq Ultra

ETFs
Q4 2021 Filed on Jan 18, 2022
4,475
$48.53 - $49.48 $217K - $221K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q3 2021 Filed on Oct 21, 2021
117,406
$25.22 - $26.36 $2.96M - $3.09M
IJUL
Innovator Etfs Tr

ETFs
Q2 2021 Filed on Jul 28, 2021
12,525
$24.27 - $24.51 $304K - $307K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2021 Filed on Jul 28, 2021
1,794
$113.78 - $115.33 $204K - $207K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2021 Filed on Jul 28, 2021
6,913
$55.66 - $61.48 $385K - $425K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
Q1 2021 Filed on Apr 16, 2021
41,845
$26.28 - $26.66 $1.1M - $1.12M
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2021 Filed on Apr 16, 2021
7,264
$30.6 - $30.66 $222K - $223K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
Q4 2020 Filed on Jan 08, 2021
316,761
$30.56 - $32.38 $9.68M - $10.3M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q4 2020 Filed on Jan 08, 2021
5,805
$43.72 - $45.44 $254K - $264K
RWX
Spdr Dow Jones International R

ETFs
Q3 2020 Filed on Nov 03, 2020
6,710
$29.04 - $31.19 $195K - $209K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 10, 2020
19,352
$35.36 - $48.66 $684K - $942K
DAUG
First Tr ETF Viii Cboe Vest Us
Q2 2020 Filed on Aug 10, 2020
142,966
N/A
SCHA
Schwab Strategic Tr Us Small C

ETFs
Q2 2020 Filed on Aug 10, 2020
3,537
$23.59 - $35.22 $83.4K - $125K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q1 2020 Filed on May 05, 2020
79,519
$18.96 - $33.37 $1.51M - $2.65M
DVY
Ishares Tr

ETFs
Q1 2020 Filed on May 05, 2020
2,010
$62.67 - $107.3 $126K - $216K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q1 2020 Filed on May 05, 2020
8,294
$18.68 - $28.22 $155K - $234K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
Q1 2020 Filed on May 05, 2020
6,758
$23.14 - $36.82 $156K - $249K
World Gold Tr
Q4 2019 Filed on Jan 07, 2020
21,707
N/A
FXU
First Tr Exchange Traded Fd Ut

ETFs
Q3 2019 Filed on Oct 17, 2019
62,468
$27.87 - $29.95 $1.74M - $1.87M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q3 2019 Filed on Oct 17, 2019
53,636
$36.53 - $37.33 $1.96M - $2M
Track This Portfolio

Track Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email