Wagner Wealth Management, LLC Purchases in Q3 2024

Wagner Wealth Management, LLC

  • $284 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
563K
+ 49.01%
$24.39 - $25.28 $13.7M - $14.2M
1.71M $43M
JPIE
J P Morgan Exchange Traded Fd
146K
+ 37.53%
$45.17 - $46.39 $6.58M - $6.76M
534K $24.8M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
40.5K
+ 8.89%
$50.02 - $54.5 $2.03M - $2.21M
496K $27M
JMEE
J P Morgan Exchange Traded Fd

ETFs
23K
+ 7.97%
$55.81 - $61.01 $1.28M - $1.4M
311K $19M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
27K
+ 7.8%
$32.65 - $36.69 $881K - $990K
373K $13.6M
FID
First Tr Exchange Trded Fd Vi

ETFs
36.4K
+ 6.67%
$15.76 - $17.74 $574K - $646K
582K $10.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.98K
+ 1.88%
$54.98 - $59.51 $329K - $356K
325K $19.3M
RDVY
First Trust Rising Dividend Ac

ETFs
7.83K
+ 5.1%
$53.68 - $59.24 $420K - $464K
161K $9.56M
JEMA
Jpmorgan Activebuilders Emergi

ETFs
8.37K
+ 6.03%
$35.97 - $41.58 $301K - $348K
147K $5.98M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.63K
+ 5.61%
$60.25 - $66.85 $279K - $309K
87.1K $5.75M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
915
+ 0.55%
$26.37 - $29.92 $24.1K - $27.4K
167K $4.86M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
20.3K
New
$14.94 - $15.76 $303K - $320K
20.3K $319K
VZ
Verizon Communications Inc

Communication Services
1.11K
+ 1.63%
$38.89 - $45.0 $43.2K - $50K
69.1K $3.1M
EMLP
First Tr Exchange Traded Iv

ETFs
6.24K
+ 29.5%
$30.38 - $34.0 $190K - $212K
27.4K $920K
CAT
Caterpillar Inc

Industrials
642
New
$316.8 - $391.12 $203K - $251K
642 $251K
SGOL
Abrdn Gold ETF Trust

ETFs
8.52K
New
$22.26 - $25.51 $190K - $217K
8.52K $214K
IDV
Ishares Tr

ETFs
5.75K
New
$27.62 - $30.64 $159K - $176K
5.75K $173K
FTSL
First Trust Senior Ln Fund

ETFs
3.26K
+ 6.0%
$45.51 - $46.26 $148K - $151K
57.6K $2.64M
IIM
Invesco Value Municipal Income Trust

Financial Services
10.4K
+ 27.17%
$12.19 - $12.99 $127K - $135K
48.7K $626K
GILD
Gilead Sciences, Inc.

Healthcare
135
+ 1.71%
$66.59 - $83.99 $8.99K - $11.3K
8.03K $672K
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
3.38K
+ 4.34%
$17.27 - $19.44 $58.4K - $65.7K
81.4K $1.58M
FXO
First Tr Exchange Traded Fd Fi

ETFs
24
+ 0.09%
$45.78 - $51.72 $1.1K - $1.24K
26.8K $1.37M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.67K
+ 6.59%
$49.7 - $56.11 $132K - $150K
43.1K $2.37M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
50
+ 0.48%
$95.1 - $106.76 $4.76K - $5.34K
10.5K $1.12M
RY
Royal Bank Of Canada

Financial Services
42
+ 0.73%
$105.65 - $124.73 $4.44K - $5.24K
5.76K $718K
ITA
Ishares Tr

ETFs
652
New
$131.58 - $149.64 $85.8K - $97.6K
652 $97K
PH
Parker Hannifin Corp

Industrials
2
+ 0.29%
$501.01 - $635.92 $1K - $1.27K
681 $430K
MO
Altria Group, Inc.

Consumer Defensive
162
+ 1.23%
$45.95 - $54.71 $7.44K - $8.86K
13.4K $681K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
2.74K
+ 5708.33%
$26.14 - $27.97 $71.6K - $76.6K
2.79K $76K
FDN
First Tr Fd Dow Jones

ETFs
63
+ 0.7%
$183.68 - $212.48 $11.6K - $13.4K
9.03K $1.91M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.24K
+ 2.12%
$11.52 - $12.52 $14.3K - $15.5K
59.8K $738K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12
+ 0.15%
$83.76 - $91.82 $1.01K - $1.1K
8.08K $738K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.11K
+ 188.42%
$50.25 - $50.74 $55.6K - $56.1K
1.69K $85K
MA
Mastercard Inc

Financial Services
32
+ 4.37%
$429.6 - $500.99 $13.7K - $16K
765 $377K
UCBI
United Community Banks Inc

Financial Services
21
+ 0.2%
$24.56 - $31.51 $516 - $662
10.6K $310K
HYLS
First Tr Tactical High Yield L

ETFs
50
+ 0.19%
$40.54 - $42.23 $2.03K - $2.11K
26.3K $1.1M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
777
+ 2.02%
$17.93 - $18.61 $13.9K - $14.5K
39.2K $726K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.78K
+ 3.41%
$20.69 - $21.17 $36.8K - $37.7K
54K $1.13M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
137
+ 1.34%
$27.24 - $30.76 $3.73K - $4.21K
10.4K $315K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
30
+ 0.09%
$28.1 - $29.89 $843 - $897
33.5K $1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
305
+ 30500.0%
$96.25 - $101.98 $29.4K - $31.1K
306 $30K
FDM
First Trust Dow Jones Select M

ETFs
40
+ 0.65%
$58.44 - $67.29 $2.34K - $2.69K
6.18K $396K
FEMB
First Tr ETF Emerging Markets

ETFs
101
+ 0.78%
$26.93 - $29.14 $2.72K - $2.94K
13K $377K
FYC
First Trust Small Cap Growth A

ETFs
21
+ 0.71%
$65.44 - $74.98 $1.37K - $1.57K
2.98K $221K
LQD
Ishares Iboxx $ Investment Gra

ETFs
211
+ 398.11%
$106.11 - $113.72 $22.4K - $24K
264 $29K
IAI
Ishares Tr Us Broker Dealers &

ETFs
141
New
$115.73 - $128.74 $16.3K - $18.2K
141 $18K
FYT
First Trust Small Cap

ETFs
27
+ 0.74%
$50.68 - $58.56 $1.37K - $1.58K
3.66K $203K
IWF
Ishares Russell 1000 Gr ETF

ETFs
32
New
$332.02 - $382.76 $10.6K - $12.2K
32 $12K
MBB
Ishares Tr

ETFs
123
New
$90.85 - $96.66 $11.2K - $11.9K
123 $11K
Activity Summary
Buys All Purchases 116 New Holdings 10 Increased Positions 106 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wagner Wealth Management, LLC Portfolio

Follow Wagner Wealth Management, 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 Wagner Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wagner Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email