Wealthpoint, LLC Closed Holding Positions

Wealthpoint, LLC

  • $247 Million
  • Q3 2023
Stock Closed Quarter Shares Sold Price Range Trade History
AFL
Aflac Inc

Financial Services
Q2 2022 Filed on Jul 18, 2022
3,358
$53.01 - $66.62 $178K - $224K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
Q2 2022 Filed on Jul 18, 2022
3,180
$90.1 - $94.09 $287K - $299K
GBF
Ishares Tr

ETFs
Q2 2022 Filed on Jul 18, 2022
3,862
$104.95 - $113.57 $405K - $439K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2022 Filed on Jul 18, 2022
3,845
$62.81 - $96.09 $242K - $369K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2022 Filed on Jul 18, 2022
4,030
$44.4 - $54.03 $179K - $218K
AMGN
Amgen Inc

Healthcare
Q2 2022 Filed on Jul 18, 2022
838
$230.71 - $256.74 $193K - $215K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Jul 18, 2022
5,832
$31.13 - $40.9 $182K - $239K
QQQ
Invesco Qqq Trust, Series 1

ETFs
Q2 2022 Filed on Jul 18, 2022
794
$271.39 - $369.3 $215K - $293K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2022 Filed on Jul 18, 2022
1,338
$146.67 - $178.24 $196K - $238K
NUAG
Nuveen Enhanced Yield U.S. Agg

ETFs
Q2 2022 Filed on Jul 18, 2022
19,201
$20.98 - $22.91 $403K - $440K
INTC
Intel Corp

Technology
Q2 2022 Filed on Jul 18, 2022
5,011
$36.97 - $49.2 $185K - $247K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q2 2022 Filed on Jul 18, 2022
3,193
$114.64 - $134.55 $366K - $430K
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2022 Filed on Jul 18, 2022
3,482
$75.39 - $99.18 $263K - $345K
SQ
Block, Inc.

Technology
Q2 2022 Filed on Jul 18, 2022
1,563
$57.51 - $145.19 $89.9K - $227K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on Apr 27, 2022
3,010
$89.52 - $114.03 $269K - $343K
KCE
Spdr S&P Capital Markets ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
3,809
$84.12 - $104.62 $320K - $398K
COIN
Coinbase Global, Inc.

Technology
Q1 2022 Filed on Apr 27, 2022
2,975
$153.19 - $251.05 $456K - $747K
VXF
Vanguard Extended Market ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
1,691
$175.57 - $199.99 $297K - $338K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2021 Filed on Feb 11, 2022
17,298
$30.42 - $30.64 $526K - $530K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2021 Filed on Feb 11, 2022
1,398
$141.52 - $154.35 $198K - $216K
ICLN
Ishares

ETFs
Q4 2021 Filed on Feb 11, 2022
11,111
$20.44 - $25.79 $227K - $287K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q4 2021 Filed on Feb 11, 2022
9,579
$39.14 - $42.04 $375K - $403K
Ishares Ibonds
Q4 2021 Filed on Feb 11, 2022
24,489
N/A
DXCM
Dexcom Inc

Healthcare
Q4 2021 Filed on Feb 11, 2022
459
$129.87 - $162.82 $59.6K - $74.7K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q4 2021 Filed on Feb 11, 2022
7,551
$59.32 - $60.73 $448K - $459K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q4 2021 Filed on Feb 11, 2022
6,108
$40.07 - $44.51 $245K - $272K
XSW
Spdr S&P Software & Services E

ETFs
Q4 2021 Filed on Feb 11, 2022
2,163
$159.01 - $186.85 $344K - $404K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q4 2021 Filed on Feb 11, 2022
2,132
$280.02 - $327.35 $597K - $698K
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2021 Filed on Feb 11, 2022
2,461
$80.18 - $88.74 $197K - $218K
MBB
Ishares Tr

ETFs
Q3 2021 Filed on Nov 01, 2021
2,486
$107.99 - $108.77 $268K - $270K
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2021 Filed on Nov 01, 2021
1,429
$243.18 - $263.44 $348K - $376K
SHOP
Shopify Inc.

Technology
Q3 2021 Filed on Nov 01, 2021
140
$134.65 - $164.33 $18.9K - $23K
General Electric
Q3 2021 Filed on Nov 01, 2021
49,219
N/A
IJK
Ishares S&P Midcap 400 Growth

ETFs
Q3 2021 Filed on Nov 01, 2021
4,703
$77.71 - $83.6 $365K - $393K
XLB
Select Sector Spdr Fd Material

ETFs
Q3 2021 Filed on Nov 01, 2021
5,019
$79.11 - $86.51 $397K - $434K
SSO
Proshares Ultra S&P 500

ETFs
Q3 2021 Filed on Nov 01, 2021
2,229
$58.7 - $66.58 $131K - $148K
XLE
Energy Sector Spdr

ETFs
Q3 2021 Filed on Nov 01, 2021
5,039
$45.79 - $54.81 $231K - $276K
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
11,630
$36.77 - $39.84 $428K - $463K
PM
Philip Morris International Inc.

Consumer Defensive
Q3 2021 Filed on Nov 01, 2021
2,535
$94.79 - $106.1 $240K - $269K
KBE
Spdr S&P Bank ETF

ETFs
Q3 2021 Filed on Nov 01, 2021
8,629
$47.2 - $53.65 $407K - $463K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2021 Filed on Jul 26, 2021
21,029
$39.26 - $42.54 $826K - $895K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2021 Filed on Jul 26, 2021
5,615
$72.9 - $77.14 $409K - $433K
PEG
Public Service Enterprise Group Inc

Utilities
Q2 2021 Filed on Jul 26, 2021
3,991
$59.19 - $63.65 $236K - $254K
AGZ
Ishares Agency Bond ETF

ETFs
Q2 2021 Filed on Jul 26, 2021
4,363
$117.83 - $118.68 $514K - $518K
IEZ
Ishares Tr

ETFs
Q2 2021 Filed on Jul 26, 2021
35,363
$12.23 - $17.07 $432K - $604K
UNH
Unitedhealth Group Inc

Healthcare
Q2 2021 Filed on Jul 26, 2021
618
$364.37 - $420.89 $225K - $260K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2021 Filed on Jul 26, 2021
9,243
$86.44 - $94.72 $799K - $875K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2021 Filed on Jul 26, 2021
10,630
$35.87 - $38.34 $381K - $408K
IXN
Ishares Global Information Tec

ETFs
Q2 2021 Filed on Jul 26, 2021
1,645
$50.33 - $56.35 $82.8K - $92.7K
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