Wealth Quarterback LLC Closed Holding Positions

Wealth Quarterback LLC

  • $212 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FJP
First Trust Japan Alphadex Fun

ETFs
Q1 2020 Filed on May 14, 2020
1,298
$35.44 - $51.24 $46K - $66.5K
FGM
First Trust Germany Alphadex F

ETFs
Q1 2020 Filed on May 14, 2020
603
$25.66 - $44.81 $15.5K - $27K
FKU
First Trust United Kingdom Alp

ETFs
Q1 2020 Filed on May 14, 2020
512
$18.96 - $41.26 $9.71K - $21.1K
FSZ
First Trust Switzerland Alphad

ETFs
Q1 2020 Filed on May 14, 2020
658
$36.6 - $55.43 $24.1K - $36.5K
EMLP
First Tr Exchange Traded Iv

ETFs
Q1 2020 Filed on May 14, 2020
1,513
$14.87 - $26.37 $22.5K - $39.9K
FTSL
First Trust Senior Ln Fund

ETFs
Q1 2020 Filed on May 14, 2020
361
$37.0 - $48.14 $13.4K - $17.4K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
Q1 2020 Filed on May 14, 2020
1,714
$13.58 - $28.33 $23.3K - $48.6K
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
20
$52.27 - $127.67 $1.05K - $2.55K
Gardner Denver Hldgs Inc
Q1 2020 Filed on May 14, 2020
122
N/A
GMRE
Global Medical Reit Inc.

Real Estate
Q1 2020 Filed on May 14, 2020
52
$8.03 - $15.92 $418 - $828
BOTZ
Global X Fds

ETFs
Q1 2020 Filed on May 14, 2020
9,207
$15.11 - $23.06 $139K - $212K
GFI
Gold Fields LTD

Basic Materials
Q1 2020 Filed on May 14, 2020
35
$4.0 - $7.6 $140 - $266
SUPV
Grupo Supervielle S.A.

Financial Services
Q1 2020 Filed on May 14, 2020
32
$1.41 - $3.66 $45.1 - $117
IMGN
Immuno Gen, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
3,888
$2.12 - $6.8 $8.24K - $26.4K
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q1 2020 Filed on May 14, 2020
778
$26.67 - $31.05 $20.7K - $24.2K
ROOF
Indexiq ETF Trust Iq Cbre Next
Q1 2020 Filed on May 14, 2020
132
N/A
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
Q1 2020 Filed on May 14, 2020
744
$19.43 - $35.6 $14.5K - $26.5K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
854
$41.08 - $65.22 $35.1K - $55.7K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2020 Filed on May 14, 2020
770
$34.9 - $55.56 $26.9K - $42.8K
PSCM
Invesco S&P Smallcap Materials

ETFs
Q1 2020 Filed on May 14, 2020
159
$27.07 - $47.82 $4.3K - $7.6K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q1 2020 Filed on May 14, 2020
2,531
$105.51 - $106.59 $267K - $270K
CMBS
Ishares Cmbs ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,061
$50.36 - $55.89 $104K - $115K
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 14, 2020
284
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 14, 2020
538
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 14, 2020
858
N/A
Jp Morgan Exchange Traded Fd
Q1 2020 Filed on May 14, 2020
872
N/A
LVHD
Franklin U.S. Low Volatility H

ETFs
Q1 2020 Filed on May 14, 2020
24,263
$21.7 - $34.63 $527K - $840K
LC
Lending Club Corp

Financial Services
Q1 2020 Filed on May 14, 2020
11
$7.85 - $13.37 $86.4 - $147
MTB
M&T Bank Corp

Financial Services
Q1 2020 Filed on May 14, 2020
4
$88.1 - $173.04 $352 - $692
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2020 Filed on May 14, 2020
129
$14.1 - $45.65 $1.82K - $5.89K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
Q1 2020 Filed on May 14, 2020
105
$6.25 - $10.0 $656 - $1.05K
NTES
Net Ease, Inc.

Communication Services
Q1 2020 Filed on May 14, 2020
5,420
$54.09 - $71.36 $293K - $387K
NTR
Nutrien Ltd.

Basic Materials
Q1 2020 Filed on May 14, 2020
175
$25.1 - $48.35 $4.39K - $8.46K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
5,165
$260.92 - $441.07 $1.35M - $2.28M
OPK
Opko Health, Inc.

Healthcare
Q1 2020 Filed on May 14, 2020
100
$1.34 - $2.32 $134 - $232
PCG
Pg&E Corp

Utilities
Q1 2020 Filed on May 14, 2020
50
$7.22 - $18.03 $361 - $902
PJT
Pjt Partners Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
233
$25.06 - $53.06 $5.84K - $12.4K
Proshares Tr Ii
Q1 2020 Filed on May 14, 2020
250
N/A
RH
Rh

Consumer Cyclical
Q1 2020 Filed on May 14, 2020
50
$80.43 - $252.1 $4.02K - $12.6K
RF
Regions Financial Corp

Financial Services
Q1 2020 Filed on May 14, 2020
333
$7.36 - $17.09 $2.45K - $5.69K
SPGI
S&P Global Inc.

Financial Services
Q1 2020 Filed on May 14, 2020
4
$192.05 - $311.16 $768 - $1.24K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2020 Filed on May 14, 2020
2,662
$25.19 - $41.26 $67.1K - $110K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2020 Filed on May 14, 2020
6,480
$30.81 - $36.22 $200K - $235K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2020 Filed on May 14, 2020
8
$23.33 - $27.94 $187 - $224
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
Q1 2020 Filed on May 14, 2020
126
$51.98 - $73.94 $6.55K - $9.32K
Spdr Series Trust
Q1 2020 Filed on May 14, 2020
239
N/A
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
Q1 2020 Filed on May 14, 2020
267
$27.12 - $41.81 $7.24K - $11.2K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q1 2020 Filed on May 14, 2020
2,135
$71.11 - $112.52 $152K - $240K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q1 2020 Filed on May 14, 2020
1,032
$21.02 - $39.9 $21.7K - $41.2K
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