Wealth Bridge Capital Management, LLC Closed Holding Positions

Wealth Bridge Capital Management, LLC

  • $342 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EVRG
Evergy, Inc.

Utilities
Q2 2022 Filed on Aug 12, 2022
2,923
$60.14 - $72.62 $176K - $212K
IAT
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
8,414
$47.91 - $57.96 $403K - $488K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Aug 12, 2022
378
$582.26 - $782.23 $220K - $296K
HNDL
Strategy Shs

ETFs
Q2 2022 Filed on Aug 12, 2022
11,329
$19.94 - $24.21 $226K - $274K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q2 2022 Filed on Aug 12, 2022
43,847
$36.58 - $70.5 $1.6M - $3.09M
ABNB
Airbnb, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
1,435
$89.08 - $177.02 $128K - $254K
Direxion Daily Energy Bear 2 X Shares
Q2 2022 Filed on Aug 12, 2022
16,000
N/A
IYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 15, 2022
1,532
$55.98 - $67.65 $85.8K - $104K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q1 2022 Filed on Apr 15, 2022
3,045
$71.81 - $77.49 $219K - $236K
XLY
Select Sector Spdr Consumer Di

ETFs
Q1 2022 Filed on Apr 15, 2022
1,449
$163.19 - $210.31 $236K - $305K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q1 2022 Filed on Apr 15, 2022
2,935
$56.84 - $89.45 $167K - $263K
ARKW
Ark Next Generation Internet E

ETFs
Q1 2022 Filed on Apr 15, 2022
4,439
$68.48 - $120.67 $304K - $536K
GRC
Gorman Rupp CO

Industrials
Q1 2022 Filed on Apr 15, 2022
5,425
$35.02 - $44.39 $190K - $241K
FINX
Global X Fds Fintech ETF (De)

ETFs
Q1 2022 Filed on Apr 15, 2022
13,542
$27.36 - $40.22 $371K - $545K
FCTR
First Tr Exchange Traded Fd

ETFs
Q1 2022 Filed on Apr 15, 2022
7,402
$29.7 - $35.0 $220K - $259K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q4 2021 Filed on Feb 11, 2022
7,654
$58.39 - $78.64 $447K - $602K
Meredith Corp Com
Q4 2021 Filed on Feb 11, 2022
4,498
N/A
Nuveen Select Tax Free Income Sh Ben Int
Q4 2021 Filed on Feb 11, 2022
37,838
N/A
GILD
Gilead Sciences, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
3,173
$64.88 - $73.64 $206K - $234K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q4 2021 Filed on Feb 11, 2022
11,020
$39.23 - $54.4 $432K - $599K
SBUX
Starbucks Corp

Consumer Cyclical
Q4 2021 Filed on Feb 11, 2022
1,974
$106.07 - $116.97 $209K - $231K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q4 2021 Filed on Feb 11, 2022
973
$179.32 - $271.7 $174K - $264K
PEJ
Invesco Exchange Traded Fd Tr

ETFs
Q4 2021 Filed on Feb 11, 2022
5,077
$44.18 - $53.27 $224K - $270K
ROKU
Roku, Inc

Communication Services
Q4 2021 Filed on Feb 11, 2022
650
$203.94 - $344.46 $133K - $224K
BALL
Ball Corp

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
3,465
$79.03 - $97.79 $274K - $339K
ICLN
Ishares

ETFs
Q3 2021 Filed on Nov 12, 2021
9,481
$21.65 - $23.79 $205K - $226K
UWM
Proshares Ultra Russell 2000

ETFs
Q3 2021 Filed on Nov 12, 2021
17,936
$50.69 - $60.89 $909K - $1.09M
BTEC
Principal ETF Principal Health

ETFs
Q3 2021 Filed on Nov 12, 2021
3,665
N/A
Ishares Comex Gold Trust
Q2 2021 Filed on Aug 16, 2021
44,690
N/A
BTEGF
Baytex Energy Corp.

Energy
Q2 2021 Filed on Aug 16, 2021
23,410
$1.0 - $2.0 $23.4K - $46.8K
SPGI
S&P Global Inc.

Financial Services
Q2 2021 Filed on Aug 16, 2021
964
$361.2 - $412.36 $348K - $398K
CLOU
Global X Fds Cloud Computing E

ETFs
Q1 2021 Filed on May 17, 2021
11,599
$24.76 - $30.16 $287K - $350K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 17, 2021
11,755
N/A
Western Asset Var Rt Strg Fd Com
Q4 2020 Filed on Feb 12, 2021
13,151
N/A
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2020 Filed on Nov 13, 2020
1,726
$159.8 - $185.44 $276K - $320K
OC
Owens Corning

Industrials
Q3 2020 Filed on Nov 13, 2020
7,114
$53.48 - $69.94 $380K - $498K
Alerian Mlp ETF
Q2 2020 Filed on Aug 14, 2020
22,000
N/A
C
Citigroup Inc

Financial Services
Q1 2020 Filed on May 15, 2020
3,308
$35.39 - $81.91 $117K - $271K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 15, 2020
8,815
$20.14 - $55.75 $178K - $491K
MO
Altria Group, Inc.

Consumer Defensive
Q1 2020 Filed on May 15, 2020
4,216
$31.38 - $51.25 $132K - $216K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2020 Filed on May 15, 2020
11,930
$4.92 - $10.44 $58.7K - $125K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
Q1 2020 Filed on May 15, 2020
10,842
$2.07 - $3.43 $22.4K - $37.2K
IYF
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
3,014
$41.18 - $71.71 $124K - $216K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2020 Filed on May 15, 2020
6,956
$20.48 - $38.6 $142K - $269K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
Q1 2020 Filed on May 15, 2020
7,581
$32.8 - $50.0 $249K - $379K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2020 Filed on May 15, 2020
3,565
$58.26 - $113.01 $208K - $403K
Invesco Dynamic Cr Opp Fd Com
Q1 2020 Filed on May 15, 2020
12,954
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q1 2020 Filed on May 15, 2020
2,671
$48.28 - $77.44 $129K - $207K
HBAN
Huntington Bancshares Inc

Financial Services
Q1 2020 Filed on May 15, 2020
11,322
$7.0 - $14.99 $79.3K - $170K
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